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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 | $53,652 | $47,479+13.0% | $62,929-14.7% | $82,448-34.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 9.35% | 20.34%-11.0pp | 1063.93%-1054.6pp | 41.64%-32.3pp |
| Employer contribution / active EE | $1,331 | $1,885-29.4% | $2,505-46.8% | $2,551-47.8% |
| Participant deferral / active EE | $1,893 | $2,870-34.1% | $3,888-51.3% | $4,139-54.3% |
| Admin fee / account holder | $943 | $3,804-75.2% | $5,065-81.4% | $7,234-87.0% |