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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 | $54,370 | $175,259-69.0% | $149,723-63.7% | $139,487-61.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.35% | 166.82%-158.5pp | 134.50%-126.1pp | 373.84%-365.5pp |
| Employer contribution / active EE | $4,411 | $5,478-19.5% | $4,821-8.5% | $4,755-7.2% |
| Participant deferral / active EE | $13,466 | $6,522+106.5% | $5,682+137.0% | $6,713+100.6% |
| Admin fee / account holder | $918 | $16,158-94.3% | $13,215-93.1% | $11,407-92.0% |