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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 | $82,198 | $150,447-45.4% | $136,298-39.7% | $147,586-44.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.86% | 1049.15%-1044.3pp | 5156.27%-5151.4pp | 578.59%-573.7pp |
| Employer contribution / active EE | $9,081 | $5,256+72.8% | $4,696+93.4% | $4,876+86.2% |
| Participant deferral / active EE | $3,784 | $6,631-42.9% | $6,247-39.4% | $5,439-30.4% |
| Admin fee / account holder | $2,728 | $10,906-75.0% | $9,244-70.5% | $10,886-74.9% |