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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 | $89,565 | $112,121-20.1% | $95,960-6.7% | $158,966-43.7% |
| Participation rate | 73.3% | 79.0%-5.7pp | 77.1%-3.7pp | 82.0%-8.6pp |
| Annual return | 3.45% | 171.16%-167.7pp | 91.63%-88.2pp | 302.95%-299.5pp |
| Employer contribution / active EE | $1,749 | $3,199-45.3% | $2,541-31.2% | $4,762-63.3% |
| Participant deferral / active EE | $4,439 | $4,784-7.2% | $4,167+6.5% | $5,983-25.8% |
| Admin fee / account holder | $108,686 | $10,135+972.4% | $6,797+1499.0% | $11,250+866.1% |