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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 | $98,206 | $165,399-40.6% | $149,745-34.4% | $158,982-38.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.23% | 348.34%-347.1pp | 276.72%-275.5pp | 302.99%-301.8pp |
| Employer contribution / active EE | $8,790 | $5,105+72.2% | $4,646+89.2% | $4,763+84.6% |
| Participant deferral / active EE | $15,799 | $7,183+120.0% | $6,843+130.9% | $5,983+164.0% |
| Admin fee / account holder | $161,038 | $10,811+1389.6% | $9,312+1629.4% | $11,252+1331.3% |