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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 | $65,697 | $112,729-41.7% | $98,716-33.4% | $137,256-52.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 8.36% | 38.48%-30.1pp | 31.81%-23.4pp | 220.34%-212.0pp |
| Employer contribution / active EE | $3,118 | $2,725+14.4% | $2,279+36.8% | $4,156-25.0% |
| Participant deferral / active EE | $10,955 | $4,640+136.1% | $4,048+170.7% | $6,407+71.0% |
| Admin fee / account holder | $1,498 | $10,129-85.2% | $8,703-82.8% | $12,270-87.8% |