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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 | $107,382 | $160,028-32.9% | $147,080-27.0% | $145,884-26.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.22% | 98.60%-91.4pp | 420.17%-412.9pp | 551.85%-544.6pp |
| Employer contribution / active EE | $20,000 | $5,286+278.4% | $4,933+305.4% | $4,662+329.0% |
| Participant deferral / active EE | $26,750 | $8,422+217.6% | $8,066+231.6% | $6,690+299.9% |
| Admin fee / account holder | $412 | $15,030-97.3% | $12,989-96.8% | $13,392-96.9% |