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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 | $57,374 | $87,132-34.2% | $105,624-45.7% | $80,959-29.1% |
| Participation rate | 83.3% | 70.4%+12.9pp | 75.3%+8.1pp | 67.7%+15.7pp |
| Annual return | 9.58% | 17.03%-7.5pp | 116.20%-106.6pp | 35.67%-26.1pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,680 | $3,985-32.8% | $5,013-46.5% | $4,300-37.7% |
| Admin fee / account holder | $1,894 | $8,449-77.6% | $10,961-82.7% | $6,925-72.7% |