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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 | $47,360 | $96,643-51.0% | $86,617-45.3% | $139,456-66.0% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 9.64% | 106.57%-96.9pp | 591.91%-582.3pp | 373.45%-363.8pp |
| Employer contribution / active EE | $735 | $3,264-77.5% | $3,023-75.7% | $4,753-84.5% |
| Participant deferral / active EE | $6,812 | $4,835+40.9% | $4,437+53.5% | $6,711+1.5% |
| Admin fee / account holder | $24,327 | $6,406+279.7% | $5,613+333.4% | $11,407+113.3% |