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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 | $47,740 | $154,145-69.0% | $130,014-63.3% | $139,427-65.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 3.56% | 32.49%-28.9pp | -137.22%+140.8pp | 373.27%-369.7pp |
| Employer contribution / active EE | $15,394 | $5,290+191.0% | $4,320+256.3% | $4,752+224.0% |
| Participant deferral / active EE | $15,000 | $6,711+123.5% | $5,821+157.7% | $6,711+123.5% |
| Admin fee / account holder | $363,684 | $14,009+2496.1% | $10,616+3325.9% | $11,404+3089.0% |