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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 | $67,541 | $107,806-37.3% | $90,655-25.5% | $135,382-50.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -9.77% | -0.90%-8.9pp | 1.89%-11.7pp | 519.77%-529.5pp |
| Employer contribution / active EE | $2,350 | $3,018-22.1% | $2,532-7.2% | $4,779-50.8% |
| Participant deferral / active EE | $3,979 | $3,872+2.7% | $3,425+16.2% | $5,609-29.1% |
| Admin fee / account holder | $3,000 | $5,931-49.4% | $4,994-39.9% | $10,829-72.3% |