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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 | $71,073 | $108,942-34.8% | $100,415-29.2% | $145,897-51.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.16% | 58.27%-49.1pp | 49.47%-40.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $5,001 | $4,422+13.1% | $3,943+26.8% | $4,663+7.3% |
| Participant deferral / active EE | $6,527 | $8,461-22.9% | $8,091-19.3% | $6,689-2.4% |
| Admin fee / account holder | $57,367 | $9,702+491.3% | $7,906+625.6% | $13,390+328.4% |