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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 | $16,543 | $88,754-81.4% | $81,820-79.8% | $145,877-88.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.05% | 1031.77%-1028.7pp | 777.93%-774.9pp | 551.28%-548.2pp |
| Employer contribution / active EE | $3,378 | $3,085+9.5% | $2,915+15.9% | $4,663-27.6% |
| Participant deferral / active EE | $8,041 | $4,648+73.0% | $4,323+86.0% | $6,691+20.2% |
| Admin fee / account holder | $1,547 | $8,424-81.6% | $7,391-79.1% | $13,402-88.5% |