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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 | $190,578 | $64,719+194.5% | $112,249+69.8% | $68,486+178.3% |
| Participation rate | 91.8% | 67.2%+24.7pp | 75.1%+16.8pp | 67.9%+23.9pp |
| Annual return | -28.11% | -11.40%-16.7pp | 27.48%-55.6pp | -7.85%-20.3pp |
| Employer contribution / active EE | $2,847 | $2,747+3.6% | $3,636-21.7% | $2,597+9.6% |
| Participant deferral / active EE | $10,039 | $3,565+181.6% | $4,729+112.3% | $4,028+149.3% |
| Admin fee / account holder | $20,151 | $5,232+285.1% | $6,412+214.3% | $5,404+272.9% |