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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 | $96,673 | $165,399-41.6% | $149,745-35.4% | $158,982-39.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.72% | 348.34%-344.6pp | 276.72%-273.0pp | 302.99%-299.3pp |
| Employer contribution / active EE | $13,021 | $5,105+155.1% | $4,646+180.3% | $4,763+173.4% |
| Participant deferral / active EE | $8,667 | $7,183+20.7% | $6,843+26.6% | $5,983+44.8% |
| Admin fee / account holder | $6,262 | $10,811-42.1% | $9,312-32.7% | $11,252-44.3% |