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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 | $96,251 | $167,522-42.5% | $151,639-36.5% | $134,532-28.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.60% | 7.81%-31.4pp | 3.34%-26.9pp | 418.27%-441.9pp |
| Employer contribution / active EE | $7,280 | $6,828+6.6% | $6,165+18.1% | $4,741+53.6% |
| Participant deferral / active EE | $22,833 | $8,986+154.1% | $8,363+173.0% | $6,401+256.7% |
| Admin fee / account holder | $323 | $13,780-97.7% | $11,613-97.2% | $11,429-97.2% |