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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 | $64,241 | $183,516-65.0% | $155,534-58.7% | $145,884-56.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.50% | 61.43%-53.9pp | 64.92%-57.4pp | 551.85%-544.3pp |
| Employer contribution / active EE | $3,746 | $5,315-29.5% | $4,675-19.9% | $4,662-19.7% |
| Participant deferral / active EE | $10,167 | $6,467+57.2% | $5,630+80.6% | $6,690+52.0% |
| Admin fee / account holder | $408 | $19,293-97.9% | $15,900-97.4% | $13,392-97.0% |