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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 | $153,670 | $227,399-32.4% | $189,758-19.0% | $198,609-22.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 0.11% | 61.03%-60.9pp | 52.62%-52.5pp | 202.70%-202.6pp |
| Employer contribution / active EE | $21,893 | $5,526+296.2% | $4,767+359.3% | $5,055+333.1% |
| Participant deferral / active EE | $3,370 | $6,837-50.7% | $5,856-42.5% | $6,977-51.7% |
| Admin fee / account holder | $274,463 | $25,162+990.8% | $20,388+1246.2% | $19,030+1342.2% |