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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 | $71,340 | $91,537-22.1% | $130,045-45.1% | $75,173-5.1% |
| Participation rate | 93.5% | 71.5%+22.1pp | 78.5%+15.0pp | 67.2%+26.3pp |
| Annual return | 11.50% | -631.55%+643.0pp | -137.30%+148.8pp | 160.72%-149.2pp |
| Employer contribution / active EE | $8,064 | $2,845+183.5% | $4,321+86.6% | $2,671+201.9% |
| Participant deferral / active EE | $6,495 | $4,343+49.6% | $5,820+11.6% | $4,126+57.4% |
| Admin fee / account holder | $19,530 | $6,780+188.1% | $10,600+84.2% | $5,651+245.6% |