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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 | $105,427 | $82,678+27.5% | $125,391-15.9% | $68,490+53.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.49% | -5.97%-13.5pp | 572.41%-591.9pp | -7.85%-11.6pp |
| Employer contribution / active EE | $10,393 | $3,382+207.3% | $4,816+115.8% | $2,597+300.3% |
| Participant deferral / active EE | $8,936 | $6,111+46.2% | $7,448+20.0% | $4,028+121.9% |
| Admin fee / account holder | $2,010 | $6,277-68.0% | $10,009-79.9% | $5,403-62.8% |