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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 | $45,189 | $88,815-49.1% | $81,882-44.8% | $145,897-69.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.60% | 1033.75%-1026.1pp | 779.47%-771.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $6,118 | $3,086+98.2% | $2,916+109.8% | $4,663+31.2% |
| Participant deferral / active EE | $5,423 | $4,647+16.7% | $4,323+25.4% | $6,689-18.9% |
| Admin fee / account holder | $759 | $8,434-91.0% | $7,360-89.7% | $13,390-94.3% |