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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 | $76,959 | $140,592-45.3% | $123,106-37.5% | $125,388-38.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.09% | 16.80%-20.9pp | 13.22%-17.3pp | 282.24%-286.3pp |
| Employer contribution / active EE | $10,673 | $6,041+76.7% | $5,151+107.2% | $4,866+119.3% |
| Participant deferral / active EE | $20,862 | $6,980+198.9% | $6,229+234.9% | $5,352+289.8% |
| Admin fee / account holder | $701 | $11,198-93.7% | $9,015-92.2% | $9,541-92.7% |