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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 | $109,481 | $73,867+48.2% | $143,770-23.8% | $68,498+59.8% |
| Participation rate | 96.6% | 66.7%+30.0pp | 80.3%+16.3pp | 67.9%+28.7pp |
| Annual return | -19.62% | 1.01%-20.6pp | -0.04%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $7,902 | $3,184+148.2% | $4,951+59.6% | $2,596+204.3% |
| Participant deferral / active EE | $6,045 | $3,384+78.6% | $5,638+7.2% | $4,027+50.1% |
| Admin fee / account holder | $1,800 | $5,755-68.7% | $14,673-87.7% | $5,403-66.7% |