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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 | $57,377 | $102,624-44.1% | $86,200-33.4% | $139,427-58.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 7.63% | 1922.69%-1915.1pp | 1168.58%-1161.0pp | 373.27%-365.6pp |
| Employer contribution / active EE | $1,699 | $3,033-44.0% | $2,381-28.6% | $4,752-64.2% |
| Participant deferral / active EE | $4,019 | $4,676-14.1% | $3,986+0.8% | $6,711-40.1% |
| Admin fee / account holder | $422 | $8,658-95.1% | $6,853-93.8% | $11,404-96.3% |