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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 | $61,251 | $59,116+3.6% | $86,438-29.1% | $68,486-10.6% |
| Participation rate | 83.3% | 75.2%+8.1pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -19.56% | -0.23%-19.3pp | 4397.19%-4416.8pp | -7.85%-11.7pp |
| Employer contribution / active EE | $2,943 | $2,519+16.8% | $3,769-21.9% | $2,597+13.3% |
| Participant deferral / active EE | $10,150 | $5,902+72.0% | $6,952+46.0% | $4,028+152.0% |
| Admin fee / account holder | $2,708 | $5,639-52.0% | $6,733-59.8% | $5,404-49.9% |