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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 | $33,292 | $57,352-42.0% | $83,830-60.3% | $64,173-48.1% |
| Participation rate | 91.7% | 68.6%+23.1pp | 76.1%+15.5pp | 69.6%+22.1pp |
| Annual return | -10.27% | 11.38%-21.6pp | 850.97%-861.2pp | 7.63%-17.9pp |
| Employer contribution / active EE | $10,582 | $2,546+315.7% | $3,631+191.4% | $2,381+344.4% |
| Participant deferral / active EE | $2,653 | $2,993-11.4% | $4,082-35.0% | $3,470-23.5% |
| Admin fee / account holder | $1,027 | $4,046-74.6% | $5,479-81.2% | $4,887-79.0% |