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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 | $56,140 | $99,644-43.7% | $86,438-35.1% | $134,532-58.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -23.72% | 6787.26%-6811.0pp | 4397.19%-4420.9pp | 418.27%-442.0pp |
| Employer contribution / active EE | $1,908 | $4,402-56.7% | $3,769-49.4% | $4,741-59.8% |
| Participant deferral / active EE | $5,863 | $7,247-19.1% | $6,952-15.7% | $6,401-8.4% |
| Admin fee / account holder | $654 | $8,375-92.2% | $6,733-90.3% | $11,429-94.3% |