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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 | $71,063 | $88,778-20.0% | $81,844-13.2% | $145,884-51.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.88% | 1033.03%-1024.2pp | 778.87%-770.0pp | 551.85%-543.0pp |
| Employer contribution / active EE | $1,528 | $3,087-50.5% | $2,916-47.6% | $4,662-67.2% |
| Participant deferral / active EE | $5,954 | $4,648+28.1% | $4,323+37.7% | $6,690-11.0% |
| Admin fee / account holder | $20,237 | $8,430+140.0% | $7,355+175.1% | $13,392+51.1% |