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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 | $102,335 | $180,749-43.4% | $160,784-36.4% | $137,256-25.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.97% | 2234.46%-2224.5pp | 1803.92%-1794.0pp | 220.34%-210.4pp |
| Employer contribution / active EE | $12,569 | $4,155+202.5% | $3,733+236.7% | $4,156+202.4% |
| Participant deferral / active EE | $7,248 | $6,844+5.9% | $6,293+15.2% | $6,407+13.1% |
| Admin fee / account holder | $522 | $10,397-95.0% | $9,717-94.6% | $12,270-95.7% |