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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 | $70,481 | $142,426-50.5% | $115,167-38.8% | $152,909-53.9% |
| Participation rate | 70.0% | 82.4%-12.4pp | 75.9%-5.9pp | 82.5%-12.5pp |
| Annual return | 2.03% | 41.48%-39.4pp | 35.60%-33.6pp | 345.46%-343.4pp |
| Employer contribution / active EE | $1,008 | $4,011-74.9% | $3,179-68.3% | $4,764-78.8% |
| Participant deferral / active EE | $2,366 | $5,165-54.2% | $4,169-43.3% | $5,851-59.6% |
| Admin fee / account holder | $1,895 | $8,464-77.6% | $7,089-73.3% | $11,601-83.7% |