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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 | $78,140 | $149,040-47.6% | $120,225-35.0% | $137,256-43.1% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 10.10% | 605.68%-595.6pp | 439.23%-429.1pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,012 | $4,350-76.7% | $3,475-70.9% | $4,156-75.7% |
| Participant deferral / active EE | $714 | $4,655-84.7% | $3,999-82.1% | $6,407-88.9% |
| Admin fee / account holder | $437 | $6,348-93.1% | $5,696-92.3% | $12,270-96.4% |