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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 | $34,031 | $202,460-83.2% | $169,385-79.9% | $139,456-75.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 3.72% | 532.07%-528.3pp | 405.82%-402.1pp | 373.45%-369.7pp |
| Employer contribution / active EE | $10,763 | $4,691+129.4% | $4,012+168.3% | $4,753+126.5% |
| Participant deferral / active EE | $11,540 | $6,938+66.3% | $6,221+85.5% | $6,711+72.0% |
| Admin fee / account holder | $341,506 | $10,719+3086.1% | $9,011+3689.9% | $11,407+2893.8% |