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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 | $58,557 | $129,737-54.9% | $119,126-50.8% | $154,746-62.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.23% | 379.08%-369.8pp | 282.11%-272.9pp | 172.34%-163.1pp |
| Employer contribution / active EE | $1,472 | $4,375-66.4% | $4,034-63.5% | $4,379-66.4% |
| Participant deferral / active EE | $2,933 | $5,842-49.8% | $5,318-44.8% | $6,730-56.4% |
| Admin fee / account holder | $6,008 | $11,961-49.8% | $10,693-43.8% | $14,365-58.2% |