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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 | $100,322 | $150,447-33.3% | $136,298-26.4% | $147,586-32.0% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 10.09% | 1049.15%-1039.1pp | 5156.27%-5146.2pp | 578.59%-568.5pp |
| Employer contribution / active EE | $2,030 | $5,256-61.4% | $4,696-56.8% | $4,876-58.4% |
| Participant deferral / active EE | $7,883 | $6,631+18.9% | $6,247+26.2% | $5,439+44.9% |
| Admin fee / account holder | $29,560 | $10,906+171.0% | $9,244+219.8% | $10,886+171.5% |