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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 | $37,750 | $154,228-75.5% | $145,433-74.0% | $137,256-72.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.36% | 74.59%-68.2pp | 66.58%-60.2pp | 220.34%-214.0pp |
| Employer contribution / active EE | $17,287 | $4,804+259.8% | $4,554+279.6% | $4,156+315.9% |
| Participant deferral / active EE | $8,999 | $8,216+9.5% | $7,897+13.9% | $6,407+40.5% |
| Admin fee / account holder | $48,331 | $14,344+237.0% | $13,129+268.1% | $12,270+293.9% |