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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 | $227,664 | $110,212+106.6% | $96,534+135.8% | $139,466+63.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 0.59% | 26.42%-25.8pp | 25.88%-25.3pp | 373.66%-373.1pp |
| Employer contribution / active EE | $1,922 | $3,620-46.9% | $2,965-35.2% | $4,754-59.6% |
| Participant deferral / active EE | $7,594 | $5,547+36.9% | $4,851+56.6% | $6,712+13.1% |
| Admin fee / account holder | $533 | $11,599-95.4% | $8,253-93.5% | $11,409-95.3% |