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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 | $197,479 | $152,597+29.4% | $117,533+68.0% | $134,532+46.8% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -21.78% | 53.04%-74.8pp | 29.77%-51.5pp | 418.27%-440.0pp |
| Employer contribution / active EE | $7,627 | $5,576+36.8% | $4,179+82.5% | $4,741+60.9% |
| Participant deferral / active EE | $17,264 | $4,821+258.1% | $4,072+323.9% | $6,401+169.7% |
| Admin fee / account holder | $1,785 | $7,007-74.5% | $5,647-68.4% | $11,429-84.4% |