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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 | $63,660 | $209,428-69.6% | $178,498-64.3% | $158,950-59.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.77% | 188.78%-188.0pp | 151.09%-150.3pp | 302.91%-302.1pp |
| Employer contribution / active EE | $3,519 | $5,707-38.3% | $5,011-29.8% | $4,762-26.1% |
| Participant deferral / active EE | $8,142 | $5,955+36.7% | $5,202+56.5% | $5,983+36.1% |
| Admin fee / account holder | $442 | $17,077-97.4% | $13,985-96.8% | $11,248-96.1% |