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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 | $80,310 | $167,353-52.0% | $143,797-44.2% | $134,545-40.3% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -23.66% | 0.48%-24.1pp | -0.04%-23.6pp | 418.37%-442.0pp |
| Employer contribution / active EE | $2,091 | $5,620-62.8% | $4,952-57.8% | $4,742-55.9% |
| Participant deferral / active EE | $5,562 | $6,447-13.7% | $5,638-1.3% | $6,401-13.1% |
| Admin fee / account holder | $2,485 | $18,096-86.3% | $14,679-83.1% | $11,431-78.3% |