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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 | $17,004 | $47,479-64.2% | $62,929-73.0% | $82,448-79.4% |
| Participation rate | 83.3% | 66.9%+16.5pp | 73.1%+10.2pp | 68.1%+15.3pp |
| Annual return | 8.46% | 20.34%-11.9pp | 1063.93%-1055.5pp | 41.64%-33.2pp |
| Employer contribution / active EE | $880 | $1,885-53.3% | $2,505-64.8% | $2,551-65.5% |
| Participant deferral / active EE | $2,051 | $2,870-28.5% | $3,888-47.2% | $4,139-50.4% |
| Admin fee / account holder | $951 | $3,804-75.0% | $5,065-81.2% | $7,234-86.9% |