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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 | $10,445 | $49,976-79.1% | $66,674-84.3% | $82,637-87.4% |
| Participation rate | 96.9% | 63.1%+33.8pp | 73.7%+23.2pp | 68.1%+28.8pp |
| Annual return | 8.19% | 39.09%-30.9pp | 321.24%-313.1pp | 53.51%-45.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,733 | $2,847-39.1% | $4,084-57.6% | $4,126-58.0% |
| Admin fee / account holder | $903 | $4,594-80.3% | $5,098-82.3% | $7,339-87.7% |