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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 | $44,594 | $180,749-75.3% | $160,784-72.3% | $137,256-67.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.15% | 2234.46%-2225.3pp | 1803.92%-1794.8pp | 220.34%-211.2pp |
| Employer contribution / active EE | $1,325 | $4,155-68.1% | $3,733-64.5% | $4,156-68.1% |
| Participant deferral / active EE | $2,747 | $6,844-59.9% | $6,293-56.3% | $6,407-57.1% |
| Admin fee / account holder | $24,060 | $10,397+131.4% | $9,717+147.6% | $12,270+96.1% |