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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 | $91,973 | $72,071+27.6% | $68,368+34.5% | $137,256-33.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 4.11% | 353.14%-349.0pp | 292.57%-288.5pp | 220.34%-216.2pp |
| Employer contribution / active EE | $15,040 | $2,788+439.5% | $2,649+467.8% | $4,156+261.9% |
| Participant deferral / active EE | $7,507 | $4,410+70.2% | $4,123+82.1% | $6,407+17.2% |
| Admin fee / account holder | $28,437 | $5,336+433.0% | $5,150+452.2% | $12,270+131.8% |