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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 | $78,599 | $96,361-18.4% | $80,607-2.5% | $139,456-43.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 10.00% | 1350.95%-1341.0pp | 936.11%-926.1pp | 373.45%-363.5pp |
| Employer contribution / active EE | $4,411 | $3,262+35.2% | $2,724+61.9% | $4,753-7.2% |
| Participant deferral / active EE | $7,439 | $5,232+42.2% | $4,448+67.3% | $6,711+10.8% |
| Admin fee / account holder | $36,393 | $6,601+451.3% | $5,379+576.6% | $11,407+219.0% |