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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 | $16,395 | $138,102-88.1% | $125,381-86.9% | $134,532-87.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -20.98% | 750.73%-771.7pp | 572.31%-593.3pp | 418.27%-439.2pp |
| Employer contribution / active EE | $2,829 | $5,245-46.1% | $4,815-41.2% | $4,741-40.3% |
| Participant deferral / active EE | $6,149 | $7,801-21.2% | $7,448-17.4% | $6,401-3.9% |
| Admin fee / account holder | $364 | $11,568-96.9% | $10,007-96.4% | $11,429-96.8% |