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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 | $34,073 | $138,102-75.3% | $125,381-72.8% | $134,532-74.7% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -20.81% | 750.73%-771.5pp | 572.31%-593.1pp | 418.27%-439.1pp |
| Employer contribution / active EE | $1,951 | $5,245-62.8% | $4,815-59.5% | $4,741-58.9% |
| Participant deferral / active EE | $3,721 | $7,801-52.3% | $7,448-50.0% | $6,401-41.9% |
| Admin fee / account holder | $367 | $11,568-96.8% | $10,007-96.3% | $11,429-96.8% |