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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 | $64,863 | $167,362-61.2% | $143,799-54.9% | $134,532-51.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -25.67% | 0.47%-26.1pp | -0.04%-25.6pp | 418.27%-443.9pp |
| Employer contribution / active EE | $3,288 | $5,620-41.5% | $4,952-33.6% | $4,741-30.7% |
| Participant deferral / active EE | $6,376 | $6,447-1.1% | $5,638+13.1% | $6,401-0.4% |
| Admin fee / account holder | $972 | $18,094-94.6% | $14,677-93.4% | $11,429-91.5% |