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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 | $121,523 | $154,209-21.2% | $130,062-6.6% | $139,487-12.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 6.23% | 32.52%-26.3pp | -137.37%+143.6pp | 373.84%-367.6pp |
| Employer contribution / active EE | $2,066 | $5,292-61.0% | $4,322-52.2% | $4,755-56.5% |
| Participant deferral / active EE | $2,238 | $6,709-66.6% | $5,821-61.5% | $6,713-66.7% |
| Admin fee / account holder | $27,630 | $13,988+97.5% | $10,601+160.6% | $11,407+142.2% |