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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 | $90,654 | $165,399-45.2% | $149,745-39.5% | $158,982-43.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.07% | 348.34%-347.3pp | 276.72%-275.6pp | 302.99%-301.9pp |
| Employer contribution / active EE | $6,048 | $5,105+18.5% | $4,646+30.2% | $4,763+27.0% |
| Participant deferral / active EE | $13,453 | $7,183+87.3% | $6,843+96.6% | $5,983+124.8% |
| Admin fee / account holder | $27,943 | $10,811+158.5% | $9,312+200.1% | $11,252+148.3% |