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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 | $60,883 | $167,352-63.6% | $143,788-57.7% | $134,509-54.7% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -24.21% | 0.47%-24.7pp | -0.03%-24.2pp | 418.13%-442.3pp |
| Employer contribution / active EE | $2,091 | $5,620-62.8% | $4,952-57.8% | $4,741-55.9% |
| Participant deferral / active EE | $4,676 | $6,447-27.5% | $5,638-17.1% | $6,400-26.9% |
| Admin fee / account holder | $13,585 | $18,091-24.9% | $14,675-7.4% | $11,427+18.9% |