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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 | $48,313 | $88,815-45.6% | $81,882-41.0% | $145,897-66.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.56% | 1033.75%-1028.2pp | 779.47%-773.9pp | 552.29%-546.7pp |
| Employer contribution / active EE | $3,023 | $3,086-2.0% | $2,916+3.7% | $4,663-35.2% |
| Participant deferral / active EE | $7,151 | $4,647+53.9% | $4,323+65.4% | $6,689+6.9% |
| Admin fee / account holder | $2,679 | $8,434-68.2% | $7,360-63.6% | $13,390-80.0% |