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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 | $54,202 | $202,342-73.2% | $172,753-68.6% | $152,909-64.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.19% | 1029.88%-1024.7pp | 803.00%-797.8pp | 345.46%-340.3pp |
| Employer contribution / active EE | $9,293 | $5,857+58.7% | $5,144+80.7% | $4,764+95.1% |
| Participant deferral / active EE | $5,158 | $5,948-13.3% | $5,198-0.8% | $5,851-11.8% |
| Admin fee / account holder | $234,676 | $17,112+1271.4% | $13,956+1581.6% | $11,601+1922.9% |