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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 | $221,144 | $167,353+32.1% | $143,797+53.8% | $134,545+64.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.77% | 0.48%-26.2pp | -0.04%-25.7pp | 418.37%-444.1pp |
| Employer contribution / active EE | $2,023 | $5,620-64.0% | $4,952-59.1% | $4,742-57.3% |
| Participant deferral / active EE | $7,016 | $6,447+8.8% | $5,638+24.4% | $6,401+9.6% |
| Admin fee / account holder | $5,593 | $18,096-69.1% | $14,679-61.9% | $11,431-51.1% |