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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 | $51,512 | $178,174-71.1% | $156,181-67.0% | $137,256-62.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 6.79% | 84.19%-77.4pp | 64.87%-58.1pp | 220.34%-213.5pp |
| Employer contribution / active EE | $3,792 | $4,972-23.7% | $4,294-11.7% | $4,156-8.8% |
| Participant deferral / active EE | $7,267 | $6,888+5.5% | $6,132+18.5% | $6,407+13.4% |
| Admin fee / account holder | $104,074 | $17,404+498.0% | $14,586+613.5% | $12,270+748.2% |