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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 | $24,657 | $165,399-85.1% | $149,745-83.5% | $158,982-84.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -7.38% | 348.34%-355.7pp | 276.72%-284.1pp | 302.99%-310.4pp |
| Employer contribution / active EE | $1,488 | $5,105-70.9% | $4,646-68.0% | $4,763-68.8% |
| Participant deferral / active EE | $8,238 | $7,183+14.7% | $6,843+20.4% | $5,983+37.7% |
| Admin fee / account holder | $50,100 | $10,811+363.4% | $9,312+438.0% | $11,252+345.3% |