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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 | $180,097 | $105,866+70.1% | $90,766+98.4% | $134,545+33.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.87% | -10.99%-9.9pp | -12.16%-8.7pp | 418.37%-439.2pp |
| Employer contribution / active EE | $3,878 | $3,464+12.0% | $2,922+32.7% | $4,742-18.2% |
| Participant deferral / active EE | $11,518 | $5,217+120.8% | $4,565+152.3% | $6,401+79.9% |
| Admin fee / account holder | $5,764 | $13,938-58.6% | $8,446-31.7% | $11,431-49.6% |