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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 | $83,423 | $183,592-54.6% | $155,567-46.4% | $145,959-42.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.05% | 61.24%-55.2pp | 64.74%-58.7pp | 561.95%-555.9pp |
| Employer contribution / active EE | $14,769 | $5,315+177.9% | $4,674+216.0% | $4,661+216.9% |
| Participant deferral / active EE | $15,208 | $6,464+135.3% | $5,628+170.2% | $6,689+127.4% |
| Admin fee / account holder | $23,259 | $19,318+20.4% | $15,916+46.1% | $13,398+73.6% |