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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 | $90,843 | $159,978-43.2% | $147,041-38.2% | $145,978-37.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.60% | 98.36%-93.8pp | 419.21%-414.6pp | 550.52%-545.9pp |
| Employer contribution / active EE | $22,091 | $5,288+317.7% | $4,935+347.6% | $4,662+373.9% |
| Participant deferral / active EE | $13,497 | $8,429+60.1% | $8,071+67.2% | $6,690+101.8% |
| Admin fee / account holder | $147,183 | $15,053+877.8% | $13,006+1031.6% | $13,400+998.4% |