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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 | $70,187 | $56,197+24.9% | $67,652+3.7% | $59,633+17.7% |
| Participation rate | 80.6% | 71.5%+9.1pp | 75.7%+4.9pp | 68.7%+11.9pp |
| Annual return | -2.70% | 18508.10%-18510.8pp | 6625.40%-6628.1pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $1,116 | $1,615-30.9% | $2,266-50.8% | $2,203-49.4% |
| Participant deferral / active EE | $4,326 | $2,844+52.1% | $3,560+21.5% | $3,192+35.5% |
| Admin fee / account holder | $5,701 | $3,958+44.0% | $4,821+18.3% | $4,297+32.7% |