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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 | $93,442 | $154,193-39.4% | $130,045-28.1% | $139,466-33.0% |
| Participation rate | 73.3% | 82.0%-8.6pp | 78.5%-5.2pp | 80.3%-7.0pp |
| Annual return | 7.88% | 32.51%-24.6pp | -137.30%+145.2pp | 373.66%-365.8pp |
| Employer contribution / active EE | $3,093 | $5,292-41.5% | $4,321-28.4% | $4,754-34.9% |
| Participant deferral / active EE | $8,737 | $6,709+30.2% | $5,820+50.1% | $6,712+30.2% |
| Admin fee / account holder | $104,901 | $13,989+649.9% | $10,600+889.6% | $11,409+819.5% |