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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 | $86,227 | $112,131-23.1% | $95,964-10.1% | $158,982-45.8% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | -13.78% | 171.19%-185.0pp | 91.64%-105.4pp | 302.99%-316.8pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,713 | $4,784+40.3% | $4,167+61.1% | $5,983+12.2% |
| Admin fee / account holder | $1,555 | $10,136-84.7% | $6,797-77.1% | $11,252-86.2% |