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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 | $91,323 | $82,674+10.5% | $125,363-27.2% | $68,495+33.3% |
| Participation rate | 89.3% | 75.0%+14.2pp | 82.4%+6.9pp | 67.9%+21.4pp |
| Annual return | -20.33% | -5.97%-14.4pp | 572.15%-592.5pp | -7.84%-12.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,723 | $6,111+10.0% | $7,447-9.7% | $4,028+66.9% |
| Admin fee / account holder | $8,363 | $6,276+33.3% | $10,005-16.4% | $5,403+54.8% |