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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 | $62,810 | $165,399-62.0% | $149,745-58.1% | $158,982-60.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 3.07% | 348.34%-345.3pp | 276.72%-273.7pp | 302.99%-299.9pp |
| Employer contribution / active EE | $1,727 | $5,105-66.2% | $4,646-62.8% | $4,763-63.8% |
| Participant deferral / active EE | $4,670 | $7,183-35.0% | $6,843-31.8% | $5,983-21.9% |
| Admin fee / account holder | $458 | $10,811-95.8% | $9,312-95.1% | $11,252-95.9% |