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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 | $44,819 | $138,076-67.5% | $123,553-63.7% | $135,380-66.9% |
| Participation rate | 70.6% | 84.7%-14.1pp | 82.3%-11.7pp | 82.6%-12.1pp |
| Annual return | -9.85% | 153.70%-163.6pp | 119.21%-129.1pp | 519.81%-529.7pp |
| Employer contribution / active EE | $1,834 | $5,152-64.4% | $4,628-60.4% | $4,779-61.6% |
| Participant deferral / active EE | $3,329 | $6,800-51.0% | $6,426-48.2% | $5,609-40.6% |
| Admin fee / account holder | $4,392 | $10,917-59.8% | $9,284-52.7% | $10,828-59.4% |