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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 | $51,130 | $111,814-54.3% | $103,374-50.5% | $145,959-65.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.77% | 24.77%-18.0pp | 24.89%-18.1pp | 561.95%-555.2pp |
| Employer contribution / active EE | $860 | $4,214-79.6% | $3,869-77.8% | $4,661-81.6% |
| Participant deferral / active EE | $3,381 | $5,618-39.8% | $5,058-33.2% | $6,689-49.5% |
| Admin fee / account holder | $73,084 | $9,754+649.2% | $8,394+770.7% | $13,398+445.5% |