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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 | $32,519 | $102,638-68.3% | $81,982-60.3% | $158,982-79.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 6.34% | 61.05%-54.7pp | 41.31%-35.0pp | 302.99%-296.6pp |
| Employer contribution / active EE | $1,564 | $3,241-51.7% | $2,498-37.4% | $4,763-67.2% |
| Participant deferral / active EE | $9,047 | $4,649+94.6% | $3,722+143.1% | $5,983+51.2% |
| Admin fee / account holder | $569 | $8,237-93.1% | $5,665-90.0% | $11,252-94.9% |