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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 | $76,733 | $175,646-56.3% | $129,118-40.6% | $134,532-43.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.2%-2.2pp | 81.2%-6.2pp |
| Annual return | -20.79% | -11.39%-9.4pp | -10.94%-9.9pp | 418.27%-439.1pp |
| Employer contribution / active EE | $3,042 | $6,355-52.1% | $5,051-39.8% | $4,741-35.8% |
| Participant deferral / active EE | $4,533 | $7,970-43.1% | $6,539-30.7% | $6,401-29.2% |
| Admin fee / account holder | $1,111 | $23,578-95.3% | $14,305-92.2% | $11,429-90.3% |