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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 | $58,585 | $171,865-65.9% | $149,718-60.9% | $147,585-60.3% |
| Participation rate | 78.9% | 88.2%-9.2pp | 87.1%-8.1pp | 82.8%-3.9pp |
| Annual return | 7.62% | 2113.29%-2105.7pp | 1501.67%-1494.0pp | 578.56%-570.9pp |
| Employer contribution / active EE | $3,489 | $6,275-44.4% | $5,445-35.9% | $4,876-28.4% |
| Participant deferral / active EE | $6,876 | $7,270-5.4% | $6,569+4.7% | $5,439+26.4% |
| Admin fee / account holder | $23,968 | $13,799+73.7% | $11,283+112.4% | $10,885+120.2% |