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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 | $43,170 | $108,911-60.4% | $100,392-57.0% | $145,884-70.4% |
| Participation rate | 71.4% | 83.0%-11.5pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | -16.00% | 58.23%-74.2pp | 49.45%-65.5pp | 551.85%-567.8pp |
| Employer contribution / active EE | $3,289 | $4,420-25.6% | $3,941-16.6% | $4,662-29.5% |
| Participant deferral / active EE | $7,623 | $8,459-9.9% | $8,090-5.8% | $6,690+14.0% |
| Admin fee / account holder | $30,883 | $9,698+218.4% | $7,904+290.7% | $13,392+130.6% |