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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 | $36,970 | $167,353-77.9% | $143,797-74.3% | $134,545-72.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -20.75% | 0.48%-21.2pp | -0.04%-20.7pp | 418.37%-439.1pp |
| Employer contribution / active EE | $3,529 | $5,620-37.2% | $4,952-28.7% | $4,742-25.6% |
| Participant deferral / active EE | $11,987 | $6,447+85.9% | $5,638+112.6% | $6,401+87.3% |
| Admin fee / account holder | $577 | $18,096-96.8% | $14,679-96.1% | $11,431-94.9% |