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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 | $96,342 | $171,867-43.9% | $149,721-35.7% | $147,586-34.7% |
| Participation rate | 79.2% | 88.2%-9.0pp | 87.1%-7.9pp | 82.8%-3.7pp |
| Annual return | 8.09% | 2113.36%-2105.3pp | 1501.67%-1493.6pp | 578.59%-570.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,338 | $7,270-54.1% | $6,568-49.2% | $5,439-38.6% |
| Admin fee / account holder | $55,578 | $13,799+302.8% | $11,282+392.6% | $10,886+410.6% |