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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 | $87,828 | $58,320+50.6% | $86,451+1.6% | $66,949+31.2% |
| Participation rate | 82.7% | 78.6%+4.1pp | 80.3%+2.4pp | 69.8%+12.9pp |
| Annual return | -19.10% | -9.71%-9.4pp | 4398.51%-4417.6pp | 1.57%-20.7pp |
| Employer contribution / active EE | $3,164 | $2,615+21.0% | $3,770-16.1% | $2,545+24.3% |
| Participant deferral / active EE | $7,681 | $6,899+11.3% | $6,953+10.5% | $4,239+81.2% |
| Admin fee / account holder | $5,555 | $546+917.6% | $6,734-17.5% | $594+835.8% |