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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 | $57,569 | $150,197-61.7% | $120,368-52.2% | $145,959-60.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 3.67% | 154.26%-150.6pp | 107.26%-103.6pp | 561.95%-558.3pp |
| Employer contribution / active EE | $3,681 | $4,350-15.4% | $3,465+6.2% | $4,661-21.0% |
| Participant deferral / active EE | $12,455 | $6,174+101.7% | $4,991+149.5% | $6,689+86.2% |
| Admin fee / account holder | $9,438 | $12,216-22.7% | $9,429+0.1% | $13,398-29.6% |