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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 | $11,434 | $88,815-87.1% | $81,882-86.0% | $145,897-92.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.98% | 1033.75%-1032.8pp | 779.47%-778.5pp | 552.29%-551.3pp |
| Employer contribution / active EE | $4,278 | $3,086+38.6% | $2,916+46.7% | $4,663-8.2% |
| Participant deferral / active EE | $5,730 | $4,647+23.3% | $4,323+32.5% | $6,689-14.3% |
| Admin fee / account holder | $10,521 | $8,434+24.7% | $7,360+43.0% | $13,390-21.4% |