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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 | $14,747 | $96,678-84.7% | $86,640-83.0% | $139,466-89.4% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 8.61% | 106.69%-98.1pp | 592.52%-583.9pp | 373.66%-365.1pp |
| Employer contribution / active EE | $933 | $3,265-71.4% | $3,024-69.2% | $4,754-80.4% |
| Participant deferral / active EE | $5,272 | $4,837+9.0% | $4,438+18.8% | $6,712-21.5% |
| Admin fee / account holder | $1,903 | $6,410-70.3% | $5,616-66.1% | $11,409-83.3% |