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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 | $47,425 | $110,410-57.0% | $102,437-53.7% | $145,897-67.5% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 7.73% | 24.85%-17.1pp | 24.95%-17.2pp | 552.29%-544.6pp |
| Employer contribution / active EE | $1,268 | $4,217-69.9% | $3,871-67.3% | $4,663-72.8% |
| Participant deferral / active EE | $3,164 | $5,622-43.7% | $5,060-37.5% | $6,689-52.7% |
| Admin fee / account holder | $50,567 | $9,745+418.9% | $8,388+502.8% | $13,390+277.6% |