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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 | $21,486 | $160,040-86.6% | $147,096-85.4% | $145,877-85.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.76% | 98.49%-90.7pp | 419.75%-412.0pp | 551.28%-543.5pp |
| Employer contribution / active EE | $4,972 | $5,289-6.0% | $4,936+0.7% | $4,663+6.6% |
| Participant deferral / active EE | $17,802 | $8,429+111.2% | $8,071+120.6% | $6,691+166.1% |
| Admin fee / account holder | $200,676 | $15,050+1233.4% | $13,005+1443.0% | $13,402+1397.3% |