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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 | $45,577 | $138,102-67.0% | $125,381-63.6% | $134,532-66.1% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.2pp | 81.2%-9.0pp |
| Annual return | -21.03% | 750.73%-771.8pp | 572.31%-593.3pp | 418.27%-439.3pp |
| Employer contribution / active EE | $3,212 | $5,245-38.8% | $4,815-33.3% | $4,741-32.2% |
| Participant deferral / active EE | $10,343 | $7,801+32.6% | $7,448+38.9% | $6,401+61.6% |
| Admin fee / account holder | $2,848 | $11,568-75.4% | $10,007-71.5% | $11,429-75.1% |