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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 | $43,921 | $102,595-57.2% | $94,057-53.3% | $154,746-71.6% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 9.17% | 583.42%-574.2pp | 480.62%-471.4pp | 172.34%-163.2pp |
| Employer contribution / active EE | $842 | $3,147-73.2% | $2,933-71.3% | $4,379-80.8% |
| Participant deferral / active EE | $2,184 | $5,118-57.3% | $4,709-53.6% | $6,730-67.5% |
| Admin fee / account holder | $2,041 | $7,736-73.6% | $7,244-71.8% | $14,365-85.8% |