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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 | $120,166 | $54,370+121.0% | $82,763+45.2% | $68,490+75.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -20.07% | -13.67%-6.4pp | 702.45%-722.5pp | -7.85%-12.2pp |
| Employer contribution / active EE | $2,089 | $2,219-5.9% | $3,008-30.6% | $2,597-19.5% |
| Participant deferral / active EE | $4,275 | $3,247+31.7% | $4,395-2.7% | $4,028+6.1% |
| Admin fee / account holder | $33,991 | $4,398+672.9% | $5,325+538.3% | $5,403+529.1% |