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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 | $59,824 | $92,219-35.1% | $76,767-22.1% | $135,380-55.8% |
| Participation rate | 94.4% | 79.8%+14.7pp | 77.0%+17.5pp | 82.6%+11.8pp |
| Annual return | -9.59% | 5.46%-15.0pp | 2.43%-12.0pp | 519.81%-529.4pp |
| Employer contribution / active EE | $920 | $3,216-71.4% | $2,485-63.0% | $4,779-80.8% |
| Participant deferral / active EE | $5,042 | $4,508+11.8% | $3,852+30.9% | $5,609-10.1% |
| Admin fee / account holder | $307 | $10,749-97.1% | $6,675-95.4% | $10,828-97.2% |