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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 | $33,066 | $174,379-81.0% | $152,093-78.3% | $138,895-76.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 3.40% | 74.86%-71.5pp | 66.36%-63.0pp | 145.39%-142.0pp |
| Employer contribution / active EE | $1,269 | $4,652-72.7% | $4,175-69.6% | $4,194-69.7% |
| Participant deferral / active EE | $3,472 | $6,159-43.6% | $5,451-36.3% | $6,396-45.7% |
| Admin fee / account holder | $8,816 | $16,880-47.8% | $14,497-39.2% | $12,562-29.8% |