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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 | $21,318 | $138,076-84.6% | $123,553-82.7% | $135,380-84.3% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -10.10% | 153.70%-163.8pp | 119.21%-129.3pp | 519.81%-529.9pp |
| Employer contribution / active EE | $5,772 | $5,152+12.0% | $4,628+24.7% | $4,779+20.8% |
| Participant deferral / active EE | $10,090 | $6,800+48.4% | $6,426+57.0% | $5,609+79.9% |
| Admin fee / account holder | $3,297 | $10,917-69.8% | $9,284-64.5% | $10,828-69.6% |