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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 | $54,013 | $99,345-45.6% | $84,753-36.3% | $273,972-80.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.05% | 22.93%-23.0pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,508 | $4,270+5.6% | $3,712+21.4% | $5,287-14.7% |
| Admin fee / account holder | $165,819 | $6,645+2395.2% | $5,333+3009.2% | $10,133+1536.5% |