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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 | $141,258 | $82,674+70.9% | $125,381+12.7% | $68,486+106.3% |
| Participation rate | 92.3% | 75.1%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -24.82% | -5.97%-18.9pp | 572.31%-597.1pp | -7.85%-17.0pp |
| Employer contribution / active EE | $2,267 | $3,382-33.0% | $4,815-52.9% | $2,597-12.7% |
| Participant deferral / active EE | $9,374 | $6,111+53.4% | $7,448+25.9% | $4,028+132.7% |
| Admin fee / account holder | $23,133 | $6,277+268.5% | $10,007+131.2% | $5,404+328.1% |