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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 | $41,575 | $172,758-75.9% | $149,600-72.2% | $138,895-70.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 79.9%+20.1pp |
| Annual return | -25.25% | 181.17%-206.4pp | 129.59%-154.8pp | 145.39%-170.6pp |
| Employer contribution / active EE | $5,060 | $4,778+5.9% | $4,193+20.7% | $4,194+20.6% |
| Participant deferral / active EE | $11,253 | $8,180+37.6% | $7,203+56.2% | $6,396+75.9% |
| Admin fee / account holder | $343 | $17,615-98.1% | $13,963-97.5% | $12,562-97.3% |