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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 | $36,006 | $97,751-63.2% | $103,447-65.2% | $145,877-75.3% |
| Participation rate | 90.9% | 81.1%+9.8pp | 80.5%+10.4pp | 80.3%+10.6pp |
| Annual return | 2.20% | 25.43%-23.2pp | 23.92%-21.7pp | 551.28%-549.1pp |
| Employer contribution / active EE | $7,511 | $4,684+60.4% | $4,678+60.6% | $4,663+61.1% |
| Participant deferral / active EE | $6,510 | $6,603-1.4% | $6,624-1.7% | $6,691-2.7% |
| Admin fee / account holder | $72,235 | $12,515+477.2% | $9,415+667.2% | $13,402+439.0% |