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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 | $89,350 | $65,434+36.6% | $98,483-9.3% | $85,847+4.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 11.06% | 21.75%-10.7pp | 1494.38%-1483.3pp | 318.61%-307.5pp |
| Employer contribution / active EE | $1,646 | $2,169-24.1% | $2,961-44.4% | $2,565-35.8% |
| Participant deferral / active EE | $2,423 | $3,168-23.5% | $4,276-43.4% | $3,952-38.7% |
| Admin fee / account holder | $3,041 | $4,595-33.8% | $5,953-48.9% | $6,261-51.4% |