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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 | $38,637 | $102,595-62.3% | $94,057-58.9% | $154,746-75.0% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 80.7%-9.3pp |
| Annual return | 2.11% | 583.42%-581.3pp | 480.62%-478.5pp | 172.34%-170.2pp |
| Employer contribution / active EE | $1,374 | $3,147-56.3% | $2,933-53.2% | $4,379-68.6% |
| Participant deferral / active EE | $1,973 | $5,118-61.4% | $4,709-58.1% | $6,730-70.7% |
| Admin fee / account holder | $5,324 | $7,736-31.2% | $7,244-26.5% | $14,365-62.9% |