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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 | $131,110 | $81,870+60.1% | $119,634+9.6% | $68,490+91.4% |
| Participation rate | 79.7% | 71.9%+7.8pp | 79.3%+0.5pp | 67.9%+11.8pp |
| Annual return | -19.39% | -23.82%+4.4pp | -14.98%-4.4pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,242 | $2,692-16.7% | $4,232-47.0% | $2,597-13.7% |
| Participant deferral / active EE | $5,460 | $4,148+31.6% | $5,601-2.5% | $4,028+35.5% |
| Admin fee / account holder | $25,375 | $6,583+285.5% | $10,329+145.7% | $5,403+369.6% |