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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 | $34,480 | $142,392-75.8% | $119,622-71.2% | $134,532-74.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -31.50% | -12.46%-19.0pp | -14.98%-16.5pp | 418.27%-449.8pp |
| Employer contribution / active EE | $6,179 | $5,224+18.3% | $4,232+46.0% | $4,741+30.3% |
| Participant deferral / active EE | $5,469 | $6,467-15.4% | $5,601-2.4% | $6,401-14.6% |
| Admin fee / account holder | $1,966 | $13,593-85.5% | $10,328-81.0% | $11,429-82.8% |