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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 | $99,205 | $141,004-29.6% | $112,273-11.6% | $139,466-28.9% |
| Participation rate | 70.0% | 79.2%-9.2pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | -0.93% | 32.75%-33.7pp | 30.23%-31.2pp | 373.66%-374.6pp |
| Employer contribution / active EE | $892 | $4,285-79.2% | $3,431-74.0% | $4,754-81.2% |
| Participant deferral / active EE | $6,186 | $5,878+5.2% | $4,800+28.9% | $6,712-7.8% |
| Admin fee / account holder | $2,982 | $9,959-70.1% | $7,752-61.5% | $11,409-73.9% |