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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 | $220,894 | $138,076+60.0% | $123,553+78.8% | $135,380+63.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.69% | 153.70%-165.4pp | 119.21%-130.9pp | 519.81%-531.5pp |
| Employer contribution / active EE | $2,060 | $5,152-60.0% | $4,628-55.5% | $4,779-56.9% |
| Participant deferral / active EE | $7,593 | $6,800+11.7% | $6,426+18.2% | $5,609+35.4% |
| Admin fee / account holder | $671 | $10,917-93.9% | $9,284-92.8% | $10,828-93.8% |