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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 | $124,419 | $72,404+71.8% | $110,243+12.9% | $64,173+93.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -10.60% | -6.29%-4.3pp | 314.76%-325.4pp | 7.63%-18.2pp |
| Employer contribution / active EE | $8,270 | $2,282+262.5% | $3,827+116.1% | $2,381+247.3% |
| Participant deferral / active EE | $4,695 | $3,469+35.3% | $4,672+0.5% | $3,470+35.3% |
| Admin fee / account holder | $680 | $5,664-88.0% | $8,548-92.0% | $4,887-86.1% |