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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 | $105,383 | $176,105-40.2% | $159,474-33.9% | $167,536-37.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.56% | 331.91%-323.3pp | 263.68%-255.1pp | 478.82%-470.3pp |
| Employer contribution / active EE | $14,682 | $5,299+177.1% | $4,831+203.9% | $4,839+203.4% |
| Participant deferral / active EE | $10,880 | $7,751+40.4% | $7,353+48.0% | $6,342+71.5% |
| Admin fee / account holder | $33,317 | $12,559+165.3% | $10,802+208.4% | $12,315+170.5% |