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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 | $51,242 | $63,346-19.1% | $92,239-44.4% | $70,124-26.9% |
| Participation rate | 82.1% | 68.7%+13.5pp | 76.5%+5.7pp | 69.5%+12.6pp |
| Annual return | 9.73% | 530.19%-520.5pp | 176.29%-166.6pp | 73.14%-63.4pp |
| Employer contribution / active EE | $2,323 | $2,471-6.0% | $3,680-36.9% | $2,342-0.8% |
| Participant deferral / active EE | $6,250 | $2,854+119.0% | $3,897+60.4% | $3,332+87.6% |
| Admin fee / account holder | $24,711 | $3,841+543.4% | $5,194+375.8% | $4,645+431.9% |