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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 | $113,930 | $69,012+65.1% | $160,009-28.8% | $68,486+66.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -20.47% | -9.65%-10.8pp | 408.85%-429.3pp | -7.85%-12.6pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,947 | $4,212+112.4% | $6,183+44.7% | $4,028+122.1% |
| Admin fee / account holder | $2,058 | $4,798-57.1% | $8,715-76.4% | $5,404-61.9% |