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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 | $106,231 | $209,888-49.4% | $189,545-44.0% | $167,553-36.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.09% | 748.66%-742.6pp | 555.36%-549.3pp | 478.89%-472.8pp |
| Employer contribution / active EE | $7,149 | $6,915+3.4% | $6,162+16.0% | $4,840+47.7% |
| Participant deferral / active EE | $9,897 | $8,934+10.8% | $8,220+20.4% | $6,343+56.0% |
| Admin fee / account holder | $6,646 | $14,300-53.5% | $12,049-44.8% | $12,316-46.0% |