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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 | $51,620 | $86,288-40.2% | $111,306-53.6% | $85,851-39.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.25% | 19.99%-9.7pp | 54.67%-44.4pp | 318.63%-308.4pp |
| Employer contribution / active EE | $1,157 | $2,044-43.4% | $2,732-57.6% | $2,565-54.9% |
| Participant deferral / active EE | $3,456 | $3,641-5.1% | $4,488-23.0% | $3,952-12.6% |
| Admin fee / account holder | $1,844 | $8,189-77.5% | $7,966-76.8% | $6,261-70.5% |