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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 | $1,833 | $67,823-97.3% | $52,425-96.5% | $137,256-98.7% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 4.87% | 219.11%-214.2pp | 302.12%-297.2pp | 220.34%-215.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $842 | $2,288-63.2% | $1,790-53.0% | $6,407-86.9% |
| Admin fee / account holder | $824 | $2,844-71.0% | $2,495-67.0% | $12,270-93.3% |