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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 | $60,362 | $99,647-39.4% | $86,439-30.2% | $134,509-55.1% |
| Participation rate | 87.0% | 82.1%+4.9pp | 80.3%+6.6pp | 81.2%+5.7pp |
| Annual return | -23.44% | 6784.13%-6807.6pp | 4395.55%-4419.0pp | 418.13%-441.6pp |
| Employer contribution / active EE | $2,445 | $4,401-44.5% | $3,769-35.1% | $4,741-48.4% |
| Participant deferral / active EE | $3,619 | $7,246-50.1% | $6,952-47.9% | $6,400-43.5% |
| Admin fee / account holder | $2,966 | $8,373-64.6% | $6,732-55.9% | $11,427-74.0% |