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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 | $60,467 | $91,537-33.9% | $130,045-53.5% | $75,173-19.6% |
| Participation rate | 88.5% | 71.5%+17.0pp | 78.5%+10.0pp | 67.2%+21.3pp |
| Annual return | 10.91% | -631.55%+642.5pp | -137.30%+148.2pp | 160.72%-149.8pp |
| Employer contribution / active EE | $9,058 | $2,845+218.4% | $4,321+109.6% | $2,671+239.1% |
| Participant deferral / active EE | $4,606 | $4,343+6.1% | $5,820-20.9% | $4,126+11.6% |
| Admin fee / account holder | $22,490 | $6,780+231.7% | $10,600+112.2% | $5,651+298.0% |