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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 | $65,139 | $110,410-41.0% | $102,437-36.4% | $145,897-55.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.43% | 24.85%-18.4pp | 24.95%-18.5pp | 552.29%-545.9pp |
| Employer contribution / active EE | $3,861 | $4,217-8.5% | $3,871-0.3% | $4,663-17.2% |
| Participant deferral / active EE | $14,379 | $5,622+155.8% | $5,060+184.2% | $6,689+115.0% |
| Admin fee / account holder | $323 | $9,745-96.7% | $8,388-96.1% | $13,390-97.6% |