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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 | $66,690 | $124,425-46.4% | $112,040-40.5% | $137,256-51.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.07% | 24.72%-14.7pp | 24.52%-14.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,399 | $3,411-59.0% | $2,954-52.6% | $4,156-66.3% |
| Participant deferral / active EE | $2,170 | $5,718-62.0% | $5,098-57.4% | $6,407-66.1% |
| Admin fee / account holder | $50,422 | $15,207+231.6% | $12,098+316.8% | $12,270+310.9% |