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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 | $117,390 | $150,447-22.0% | $136,298-13.9% | $147,586-20.5% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 9.95% | 1049.15%-1039.2pp | 5156.27%-5146.3pp | 578.59%-568.6pp |
| Employer contribution / active EE | $1,563 | $5,256-70.3% | $4,696-66.7% | $4,876-68.0% |
| Participant deferral / active EE | $8,237 | $6,631+24.2% | $6,247+31.9% | $5,439+51.5% |
| Admin fee / account holder | $4,131 | $10,906-62.1% | $9,244-55.3% | $10,886-62.0% |