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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 | $113,065 | $102,595+10.2% | $94,057+20.2% | $154,746-26.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 5.75% | 583.42%-577.7pp | 480.62%-474.9pp | 172.34%-166.6pp |
| Employer contribution / active EE | $1,865 | $3,147-40.7% | $2,933-36.4% | $4,379-57.4% |
| Participant deferral / active EE | $2,669 | $5,118-47.9% | $4,709-43.3% | $6,730-60.3% |
| Admin fee / account holder | $28,669 | $7,736+270.6% | $7,244+295.7% | $14,365+99.6% |