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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 | $13,899 | $70,366-80.2% | $66,674-79.2% | $138,895-90.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 10.27% | 386.41%-376.1pp | 321.24%-311.0pp | 145.39%-135.1pp |
| Employer contribution / active EE | $5,816 | $2,765+110.3% | $2,620+122.0% | $4,194+38.7% |
| Participant deferral / active EE | $13,760 | $4,374+214.6% | $4,084+236.9% | $6,396+115.1% |
| Admin fee / account holder | $132,284 | $5,262+2413.7% | $5,098+2494.8% | $12,562+953.0% |