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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 | $35,941 | $156,927-77.1% | $121,169-70.3% | $139,456-74.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.88% | 1475.85%-1468.0pp | 986.71%-978.8pp | 373.45%-365.6pp |
| Employer contribution / active EE | $4,248 | $5,542-23.3% | $4,168+1.9% | $4,753-10.6% |
| Participant deferral / active EE | $6,882 | $4,848+42.0% | $4,083+68.6% | $6,711+2.5% |
| Admin fee / account holder | $6,640 | $6,946-4.4% | $5,645+17.6% | $11,407-41.8% |