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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 | $32,589 | $209,422-84.4% | $178,503-81.7% | $158,982-79.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.89% | 188.81%-186.9pp | 151.12%-149.2pp | 302.99%-301.1pp |
| Employer contribution / active EE | $13,448 | $5,707+135.6% | $5,011+168.4% | $4,763+182.3% |
| Participant deferral / active EE | $9,910 | $5,955+66.4% | $5,202+90.5% | $5,983+65.6% |
| Admin fee / account holder | $17,434 | $17,079+2.1% | $13,987+24.6% | $11,252+54.9% |