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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 | $211,711 | $211,946-0.1% | $169,452+24.9% | $135,380+56.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.00% | 3.26%-13.3pp | 1.83%-11.8pp | 519.81%-529.8pp |
| Employer contribution / active EE | $15,288 | $5,117+198.8% | $4,157+267.8% | $4,779+219.9% |
| Participant deferral / active EE | $13,375 | $6,075+120.1% | $5,277+153.5% | $5,609+138.5% |
| Admin fee / account holder | $8,189 | $11,472-28.6% | $9,110-10.1% | $10,828-24.4% |