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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 | $139,584 | $175,259-20.4% | $149,723-6.8% | $139,487+0.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.25% | 166.82%-163.6pp | 134.50%-131.2pp | 373.84%-370.6pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,193 | $6,522-51.0% | $5,682-43.8% | $6,713-52.4% |
| Admin fee / account holder | $50,294 | $16,158+211.3% | $13,215+280.6% | $11,407+340.9% |