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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 | $109,859 | $217,432-49.5% | $185,851-40.9% | $167,553-34.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.13% | 148.43%-144.3pp | 122.11%-118.0pp | 478.89%-474.8pp |
| Employer contribution / active EE | $4,095 | $5,874-30.3% | $5,168-20.8% | $4,840-15.4% |
| Participant deferral / active EE | $4,397 | $6,357-30.8% | $5,569-21.0% | $6,343-30.7% |
| Admin fee / account holder | $4,848 | $19,820-75.5% | $16,245-70.2% | $12,316-60.6% |