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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 | $51,043 | $111,785-54.3% | $93,669-45.5% | $145,877-65.0% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 5.74% | 203.79%-198.0pp | 133.59%-127.9pp | 551.28%-545.5pp |
| Employer contribution / active EE | $1,738 | $3,096-43.8% | $2,424-28.3% | $4,663-62.7% |
| Participant deferral / active EE | $13,843 | $4,919+181.4% | $4,416+213.5% | $6,691+106.9% |
| Admin fee / account holder | $4,028 | $10,256-60.7% | $8,291-51.4% | $13,402-69.9% |