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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 | $55,483 | $101,618-45.4% | $93,063-40.4% | $137,256-59.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 9.88% | 223.95%-214.1pp | 34.15%-24.3pp | 220.34%-210.5pp |
| Employer contribution / active EE | $6,643 | $2,707+145.4% | $2,476+168.3% | $4,156+59.8% |
| Participant deferral / active EE | $6,544 | $4,279+52.9% | $3,958+65.3% | $6,407+2.1% |
| Admin fee / account holder | $37,997 | $6,198+513.0% | $6,033+529.8% | $12,270+209.7% |