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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 | $31,508 | $167,353-81.2% | $143,797-78.1% | $134,545-76.6% |
| Participation rate | 78.9% | 84.8%-5.9pp | 80.3%-1.4pp | 81.2%-2.3pp |
| Annual return | -20.66% | 0.48%-21.1pp | -0.04%-20.6pp | 418.37%-439.0pp |
| Employer contribution / active EE | $17,097 | $5,620+204.2% | $4,952+245.2% | $4,742+260.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $454,059 | $18,096+2409.2% | $14,679+2993.2% | $11,431+3872.3% |