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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 | $72,695 | $166,131-56.2% | $164,975-55.9% | $145,877-50.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.54% | 100.37%-93.8pp | 70.12%-63.6pp | 551.28%-544.7pp |
| Employer contribution / active EE | $11,514 | $5,276+118.3% | $4,343+165.1% | $4,663+146.9% |
| Participant deferral / active EE | $7,369 | $6,962+5.8% | $6,033+22.1% | $6,691+10.1% |
| Admin fee / account holder | $675 | $16,648-95.9% | $12,688-94.7% | $13,402-95.0% |