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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 | $116,919 | $185,905-37.1% | $170,057-31.2% | $139,487-16.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 2.55% | 60.56%-58.0pp | 53.42%-50.9pp | 373.84%-371.3pp |
| Employer contribution / active EE | $20,218 | $7,597+166.1% | $6,790+197.7% | $4,755+325.2% |
| Participant deferral / active EE | $24,000 | $11,627+106.4% | $10,411+130.5% | $6,713+257.5% |
| Admin fee / account holder | $234,514 | $15,397+1423.2% | $12,826+1728.4% | $11,407+1955.8% |