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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 | $98,140 | $167,353-41.4% | $143,797-31.8% | $134,545-27.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.57% | 0.48%-22.0pp | -0.04%-21.5pp | 418.37%-439.9pp |
| Employer contribution / active EE | $7,695 | $5,620+36.9% | $4,952+55.4% | $4,742+62.3% |
| Participant deferral / active EE | $5,019 | $6,447-22.2% | $5,638-11.0% | $6,401-21.6% |
| Admin fee / account holder | $5,034 | $18,096-72.2% | $14,679-65.7% | $11,431-56.0% |