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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 | $24,588 | $160,028-84.6% | $147,080-83.3% | $145,884-83.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | -1.45% | 98.60%-100.0pp | 420.17%-421.6pp | 551.85%-553.3pp |
| Employer contribution / active EE | $2,133 | $5,286-59.6% | $4,933-56.8% | $4,662-54.2% |
| Participant deferral / active EE | $3,495 | $8,422-58.5% | $8,066-56.7% | $6,690-47.8% |
| Admin fee / account holder | $2,604 | $15,030-82.7% | $12,989-80.0% | $13,392-80.6% |