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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 | $62,752 | $111,878-43.9% | $93,727-33.0% | $145,897-57.0% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+23.0pp | 80.3%+11.4pp |
| Annual return | 5.18% | 204.28%-199.1pp | 133.83%-128.7pp | 552.29%-547.1pp |
| Employer contribution / active EE | $6,687 | $3,092+116.2% | $2,421+176.2% | $4,663+43.4% |
| Participant deferral / active EE | $13,300 | $4,920+170.3% | $4,417+201.1% | $6,689+98.8% |
| Admin fee / account holder | $46,687 | $10,256+355.2% | $8,292+463.1% | $13,390+248.7% |