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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 | $41,414 | $93,345-55.6% | $119,126-65.2% | $87,485-52.7% |
| Participation rate | 96.7% | 68.7%+27.9pp | 75.8%+20.9pp | 68.9%+27.7pp |
| Annual return | 8.11% | 19.08%-11.0pp | 282.11%-274.0pp | 26.06%-18.0pp |
| Employer contribution / active EE | $5,329 | $3,172+68.0% | $4,034+32.1% | $2,596+105.2% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $674 | $8,039-91.6% | $10,693-93.7% | $7,775-91.3% |