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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 | $95,918 | $160,070-40.1% | $147,117-34.8% | $145,897-34.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.52% | 98.69%-90.2pp | 420.54%-412.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $2,031 | $5,285-61.6% | $4,932-58.8% | $4,663-56.4% |
| Participant deferral / active EE | $2,742 | $8,419-67.4% | $8,065-66.0% | $6,689-59.0% |
| Admin fee / account holder | $46,432 | $15,035+208.8% | $12,993+257.4% | $13,390+246.8% |