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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 | $18,853 | $52,678-64.2% | $75,784-75.1% | $59,633-68.4% |
| Participation rate | 90.8% | 67.2%+23.5pp | 75.8%+14.9pp | 68.7%+22.1pp |
| Annual return | -9.17% | 2.95%-12.1pp | 9.68%-18.8pp | 2041.45%-2050.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,913 | $2,591-26.2% | $3,652-47.6% | $3,192-40.1% |
| Admin fee / account holder | $4,544 | $3,610+25.9% | $5,300-14.3% | $4,297+5.7% |