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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 | $66,305 | $169,237-60.8% | $129,339-48.7% | $145,978-54.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.71% | 14364.43%-14359.7pp | 9437.05%-9432.3pp | 550.52%-545.8pp |
| Employer contribution / active EE | $8,125 | $5,540+46.6% | $4,154+95.6% | $4,662+74.3% |
| Participant deferral / active EE | $6,602 | $4,991+32.3% | $4,170+58.3% | $6,690-1.3% |
| Admin fee / account holder | $1,010 | $9,882-89.8% | $7,668-86.8% | $13,400-92.5% |