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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 | $41,316 | $108,942-62.1% | $100,415-58.9% | $145,897-71.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 6.76% | 58.27%-51.5pp | 49.47%-42.7pp | 552.29%-545.5pp |
| Employer contribution / active EE | $6,019 | $4,422+36.1% | $3,943+52.7% | $4,663+29.1% |
| Participant deferral / active EE | $9,313 | $8,461+10.1% | $8,091+15.1% | $6,689+39.2% |
| Admin fee / account holder | $340 | $9,702-96.5% | $7,906-95.7% | $13,390-97.5% |