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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 | $13,320 | $88,710-85.0% | $81,783-83.7% | $145,959-90.9% |
| Participation rate | 91.3% | 75.0%+16.3pp | 72.4%+18.9pp | 80.3%+11.0pp |
| Annual return | 7.11% | 1027.26%-1020.1pp | 775.05%-767.9pp | 561.95%-554.8pp |
| Employer contribution / active EE | $501 | $3,083-83.8% | $2,913-82.8% | $4,661-89.3% |
| Participant deferral / active EE | $2,434 | $4,645-47.6% | $4,320-43.7% | $6,689-63.6% |
| Admin fee / account holder | $7,276 | $8,407-13.5% | $7,380-1.4% | $13,398-45.7% |