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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 | $27,940 | $106,247-73.7% | $96,515-71.1% | $139,466-80.0% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 7.55% | 38.47%-30.9pp | 35.73%-28.2pp | 373.66%-366.1pp |
| Employer contribution / active EE | $2,315 | $4,106-43.6% | $3,740-38.1% | $4,754-51.3% |
| Participant deferral / active EE | $4,980 | $5,456-8.7% | $4,880+2.1% | $6,712-25.8% |
| Admin fee / account holder | $3,127 | $7,885-60.3% | $6,735-53.6% | $11,409-72.6% |