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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 | $64,057 | $70,366-9.0% | $66,674-3.9% | $138,895-53.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 10.41% | 386.41%-376.0pp | 321.24%-310.8pp | 145.39%-135.0pp |
| Employer contribution / active EE | $15,166 | $2,765+448.5% | $2,620+478.8% | $4,194+261.6% |
| Participant deferral / active EE | $14,165 | $4,374+223.8% | $4,084+246.8% | $6,396+121.5% |
| Admin fee / account holder | $731 | $5,262-86.1% | $5,098-85.7% | $12,562-94.2% |