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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 | $36,832 | $142,361-74.1% | $119,608-69.2% | $134,509-72.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.35% | -12.46%-8.9pp | -14.98%-6.4pp | 418.13%-439.5pp |
| Employer contribution / active EE | $7,158 | $5,224+37.0% | $4,232+69.1% | $4,741+51.0% |
| Participant deferral / active EE | $6,750 | $6,468+4.4% | $5,601+20.5% | $6,400+5.5% |
| Admin fee / account holder | $97,501 | $13,588+617.6% | $10,326+844.3% | $11,427+753.3% |