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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 | $213,626 | $91,167+134.3% | $178,498+19.7% | $79,858+167.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -1.80% | 24.19%-26.0pp | 151.09%-152.9pp | 31.72%-33.5pp |
| Employer contribution / active EE | $3,258 | $3,255+0.1% | $5,011-35.0% | $2,471+31.9% |
| Participant deferral / active EE | $6,895 | $3,236+113.1% | $5,202+32.6% | $3,740+84.4% |
| Admin fee / account holder | $43,598 | $6,747+546.1% | $13,985+211.7% | $5,306+721.7% |