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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 | $24,565 | $167,353-85.3% | $143,797-82.9% | $134,545-81.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.98% | 0.48%-24.5pp | -0.04%-23.9pp | 418.37%-442.4pp |
| Employer contribution / active EE | $3,028 | $5,620-46.1% | $4,952-38.9% | $4,742-36.1% |
| Participant deferral / active EE | $12,413 | $6,447+92.5% | $5,638+120.1% | $6,401+93.9% |
| Admin fee / account holder | $426 | $18,096-97.6% | $14,679-97.1% | $11,431-96.3% |