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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 | $61,457 | $210,510-70.8% | $153,500-60.0% | $145,877-57.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.62% | 13.45%-12.8pp | 15.70%-15.1pp | 551.28%-550.7pp |
| Employer contribution / active EE | $2,282 | $6,052-62.3% | $5,039-54.7% | $4,663-51.1% |
| Participant deferral / active EE | $6,481 | $7,974-18.7% | $6,756-4.1% | $6,691-3.1% |
| Admin fee / account holder | $22,902 | $19,455+17.7% | $12,736+79.8% | $13,402+70.9% |