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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 | $61,755 | $82,674-25.3% | $125,363-50.7% | $68,495-9.8% |
| Participation rate | 89.7% | 75.0%+14.7pp | 82.4%+7.4pp | 67.9%+21.9pp |
| Annual return | -20.00% | -5.97%-14.0pp | 572.15%-592.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,753 | $3,382-48.2% | $4,815-63.6% | $2,596-32.5% |
| Participant deferral / active EE | $3,514 | $6,111-42.5% | $7,447-52.8% | $4,028-12.8% |
| Admin fee / account holder | $6,229 | $6,276-0.7% | $10,005-37.7% | $5,403+15.3% |