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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 | $47,327 | $54,357-12.9% | $82,706-42.8% | $68,495-30.9% |
| Participation rate | 92.6% | 63.9%+28.7pp | 72.6%+20.0pp | 67.9%+24.7pp |
| Annual return | -20.70% | -13.67%-7.0pp | 701.76%-722.5pp | -7.84%-12.9pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,131 | $3,246+150.4% | $4,394+85.1% | $4,028+101.9% |
| Admin fee / account holder | $2,148 | $4,396-51.1% | $5,329-59.7% | $5,403-60.2% |