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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 | $45,631 | $138,102-67.0% | $125,381-63.6% | $134,532-66.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -23.74% | 750.73%-774.5pp | 572.31%-596.0pp | 418.27%-442.0pp |
| Employer contribution / active EE | $2,854 | $5,245-45.6% | $4,815-40.7% | $4,741-39.8% |
| Participant deferral / active EE | $6,381 | $7,801-18.2% | $7,448-14.3% | $6,401-0.3% |
| Admin fee / account holder | $1,066 | $11,568-90.8% | $10,007-89.3% | $11,429-90.7% |