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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 | $111,175 | $89,370+24.4% | $141,197-21.3% | $72,976+52.3% |
| Participation rate | 96.3% | 75.1%+21.1pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | -2.00% | 111.88%-113.9pp | 71.41%-73.4pp | 81.02%-83.0pp |
| Employer contribution / active EE | $2,138 | $3,115-31.3% | $4,736-54.8% | $2,440-12.4% |
| Participant deferral / active EE | $6,759 | $5,419+24.7% | $6,710+0.7% | $3,608+87.4% |
| Admin fee / account holder | $30,427 | $5,957+410.8% | $10,265+196.4% | $5,124+493.8% |