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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 | $70,802 | $160,028-55.8% | $147,080-51.9% | $145,884-51.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.35% | 98.60%-90.3pp | 420.17%-411.8pp | 551.85%-543.5pp |
| Employer contribution / active EE | $2,825 | $5,286-46.6% | $4,933-42.7% | $4,662-39.4% |
| Participant deferral / active EE | $16,475 | $8,422+95.6% | $8,066+104.2% | $6,690+146.3% |
| Admin fee / account holder | $30,624 | $15,030+103.8% | $12,989+135.8% | $13,392+128.7% |