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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 | $76,174 | $167,362-54.5% | $143,799-47.0% | $134,532-43.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.09% | 0.47%-20.6pp | -0.04%-20.0pp | 418.27%-438.4pp |
| Employer contribution / active EE | $13,520 | $5,620+140.6% | $4,952+173.0% | $4,741+185.2% |
| Participant deferral / active EE | $7,431 | $6,447+15.3% | $5,638+31.8% | $6,401+16.1% |
| Admin fee / account holder | $1,211 | $18,094-93.3% | $14,677-91.7% | $11,429-89.4% |