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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 | $44,632 | $115,814-61.5% | $101,275-55.9% | $158,982-71.9% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+8.9pp |
| Annual return | -9.00% | 56.16%-65.2pp | 46.48%-55.5pp | 302.99%-312.0pp |
| Employer contribution / active EE | $5,455 | $4,176+30.6% | $3,660+49.0% | $4,763+14.5% |
| Participant deferral / active EE | $1,678 | $4,958-66.2% | $4,371-61.6% | $5,983-72.0% |
| Admin fee / account holder | $91,185 | $7,249+1157.9% | $5,948+1433.0% | $11,252+710.4% |