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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 | $59,231 | $183,592-67.7% | $155,574-61.9% | $145,877-59.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.23% | 61.37%-53.1pp | 64.87%-56.6pp | 551.28%-543.1pp |
| Employer contribution / active EE | $2,191 | $5,317-58.8% | $4,676-53.1% | $4,663-53.0% |
| Participant deferral / active EE | $9,329 | $6,466+44.3% | $5,629+65.7% | $6,691+39.4% |
| Admin fee / account holder | $1,420 | $19,316-92.6% | $15,914-91.1% | $13,402-89.4% |