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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 | $81,611 | $201,344-59.5% | $184,243-55.7% | $145,877-44.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.69% | 29.01%-27.3pp | 28.82%-27.1pp | 551.28%-549.6pp |
| Employer contribution / active EE | $8,182 | $7,022+16.5% | $6,427+27.3% | $4,663+75.5% |
| Participant deferral / active EE | $11,038 | $9,807+12.6% | $9,132+20.9% | $6,691+65.0% |
| Admin fee / account holder | $257,115 | $16,382+1469.5% | $13,914+1747.9% | $13,402+1818.5% |