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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 | $122,444 | $227,633-46.2% | $189,597-35.4% | $167,553-26.9% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.4%+4.9pp | 82.1%+1.2pp |
| Annual return | 0.01% | 78.45%-78.4pp | 64.20%-64.2pp | 478.89%-478.9pp |
| Employer contribution / active EE | $17,833 | $5,317+235.4% | $4,412+304.2% | $4,840+268.5% |
| Participant deferral / active EE | $17,833 | $7,003+154.7% | $6,174+188.8% | $6,343+181.2% |
| Admin fee / account holder | $6,702 | $11,879-43.6% | $9,807-31.7% | $12,316-45.6% |