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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 | $32,864 | $165,399-80.1% | $149,745-78.1% | $158,982-79.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.77% | 348.34%-344.6pp | 276.72%-273.0pp | 302.99%-299.2pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,122 | $7,183+40.9% | $6,843+47.9% | $5,983+69.2% |
| Admin fee / account holder | $57,148 | $10,811+428.6% | $9,312+513.7% | $11,252+407.9% |