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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 | $65,335 | $147,167-55.6% | $111,392-41.3% | $135,380-51.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -8.27% | -4.44%-3.8pp | -2.06%-6.2pp | 519.81%-528.1pp |
| Employer contribution / active EE | $12,136 | $5,204+133.2% | $4,328+180.4% | $4,779+154.0% |
| Participant deferral / active EE | $9,717 | $6,565+48.0% | $5,567+74.5% | $5,609+73.2% |
| Admin fee / account holder | $462 | $20,270-97.7% | $12,266-96.2% | $10,828-95.7% |