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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 | $24,957 | $95,188-73.8% | $76,518-67.4% | $135,380-81.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -11.80% | 4.85%-16.7pp | -0.27%-11.5pp | 519.81%-531.6pp |
| Employer contribution / active EE | $9,312 | $3,303+182.0% | $2,647+251.8% | $4,779+94.9% |
| Participant deferral / active EE | $6,167 | $4,640+32.9% | $3,836+60.8% | $5,609+9.9% |
| Admin fee / account holder | $349 | $6,249-94.4% | $4,849-92.8% | $10,828-96.8% |