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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 | $14,802 | $110,337-86.6% | $102,383-85.5% | $145,877-89.9% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 8.63% | 24.83%-16.2pp | 24.94%-16.3pp | 551.28%-542.7pp |
| Employer contribution / active EE | $1,963 | $4,216-53.5% | $3,870-49.3% | $4,663-57.9% |
| Participant deferral / active EE | $5,546 | $5,621-1.3% | $5,060+9.6% | $6,691-17.1% |
| Admin fee / account holder | $27,551 | $9,750+182.6% | $8,391+228.3% | $13,402+105.6% |