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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,353 | $107,944-32.0% | $91,994-20.3% | $152,885-52.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 7.84% | 89.26%-81.4pp | 69.03%-61.2pp | 345.39%-337.5pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,500 | $6,365+65.0% | $5,923+77.3% | $5,851+79.5% |
| Admin fee / account holder | $19,238 | $10,521+82.9% | $7,743+148.4% | $11,598+65.9% |