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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 | $66,032 | $97,078-32.0% | $103,065-35.9% | $145,897-54.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 8.10% | 25.49%-17.4pp | 23.95%-15.9pp | 552.29%-544.2pp |
| Employer contribution / active EE | $3,713 | $4,680-20.7% | $4,675-20.6% | $4,663-20.4% |
| Participant deferral / active EE | $12,662 | $6,601+91.8% | $6,625+91.1% | $6,689+89.3% |
| Admin fee / account holder | $92,823 | $12,505+642.3% | $9,349+892.9% | $13,390+593.2% |