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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 | $88,179 | $148,629-40.7% | $135,982-35.2% | $139,487-36.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.53% | 79.33%-69.8pp | 68.32%-58.8pp | 373.84%-364.3pp |
| Employer contribution / active EE | $13,628 | $5,247+159.8% | $4,859+180.5% | $4,755+186.6% |
| Participant deferral / active EE | $17,093 | $8,102+111.0% | $7,760+120.3% | $6,713+154.6% |
| Admin fee / account holder | $702 | $12,406-94.3% | $10,767-93.5% | $11,407-93.8% |