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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 | $36,468 | $211,239-82.7% | $178,528-79.6% | $145,877-75.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 1.06% | 30.22%-29.2pp | 27.11%-26.0pp | 551.28%-550.2pp |
| Employer contribution / active EE | $1,887 | $4,570-58.7% | $3,950-52.2% | $4,663-59.5% |
| Participant deferral / active EE | $9,588 | $6,963+37.7% | $6,278+52.7% | $6,691+43.3% |
| Admin fee / account holder | $337,358 | $12,095+2689.3% | $10,419+3137.9% | $13,402+2417.2% |