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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 | $166,623 | $211,946-21.4% | $169,452-1.7% | $135,380+23.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -14.97% | 3.26%-18.2pp | 1.83%-16.8pp | 519.81%-534.8pp |
| Employer contribution / active EE | $25,608 | $5,117+400.5% | $4,157+516.0% | $4,779+435.9% |
| Participant deferral / active EE | $14,715 | $6,075+142.2% | $5,277+178.8% | $5,609+162.3% |
| Admin fee / account holder | $2,135 | $11,472-81.4% | $9,110-76.6% | $10,828-80.3% |