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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 | $54,272 | $166,268-67.4% | $165,100-67.1% | $145,897-62.8% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 2.78% | 100.52%-97.7pp | 70.21%-67.4pp | 552.29%-549.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,248 | $6,964-24.6% | $6,035-13.0% | $6,689-21.5% |
| Admin fee / account holder | $2,834 | $16,659-83.0% | $12,696-77.7% | $13,390-78.8% |