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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 | $22,195 | $108,922-79.6% | $100,398-77.9% | $145,978-84.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.00% | 58.04%-49.0pp | 49.32%-40.3pp | 550.52%-541.5pp |
| Employer contribution / active EE | $5,999 | $4,426+35.5% | $3,946+52.0% | $4,662+28.7% |
| Participant deferral / active EE | $16,480 | $8,450+95.0% | $8,084+103.9% | $6,690+146.4% |
| Admin fee / account holder | $14,060 | $9,680+45.2% | $7,893+78.1% | $13,400+4.9% |