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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 | $21,938 | $99,995-78.1% | $85,063-74.2% | $145,978-85.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.62% | 83.99%-77.4pp | 66.54%-59.9pp | 550.52%-543.9pp |
| Employer contribution / active EE | $3,321 | $3,231+2.8% | $2,727+21.8% | $4,662-28.8% |
| Participant deferral / active EE | $10,911 | $5,295+106.1% | $4,523+141.3% | $6,690+63.1% |
| Admin fee / account holder | $80,838 | $7,255+1014.3% | $6,155+1213.4% | $13,400+503.3% |