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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 | $51,120 | $59,456-14.0% | $93,669-45.4% | $74,429-31.3% |
| Participation rate | 70.6% | 59.6%+10.9pp | 68.7%+1.9pp | 67.2%+3.4pp |
| Annual return | 10.43% | 82.00%-71.6pp | 133.59%-123.2pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $1,482 | $1,266+17.1% | $2,424-38.8% | $2,625-43.5% |
| Participant deferral / active EE | $3,190 | $3,052+4.5% | $4,416-27.8% | $4,348-26.6% |
| Admin fee / account holder | $12,693 | $3,026+319.5% | $8,291+53.1% | $1,944+552.8% |