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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 | $42,394 | $167,353-74.7% | $143,797-70.5% | $134,545-68.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.40% | 0.48%-21.9pp | -0.04%-21.4pp | 418.37%-439.8pp |
| Employer contribution / active EE | $11,261 | $5,620+100.4% | $4,952+127.4% | $4,742+137.5% |
| Participant deferral / active EE | $7,573 | $6,447+17.5% | $5,638+34.3% | $6,401+18.3% |
| Admin fee / account holder | $9,809 | $18,096-45.8% | $14,679-33.2% | $11,431-14.2% |