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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 | $136,913 | $56,200+143.6% | $67,653+102.4% | $59,633+129.6% |
| Participation rate | 75.0% | 71.5%+3.5pp | 75.7%-0.7pp | 68.7%+6.3pp |
| Annual return | -4.07% | 18506.71%-18510.8pp | 6625.22%-6629.3pp | 2041.40%-2045.5pp |
| Employer contribution / active EE | $2,785 | $1,615+72.5% | $2,266+22.9% | $2,203+26.4% |
| Participant deferral / active EE | $8,115 | $2,843+185.4% | $3,560+128.0% | $3,192+154.3% |
| Admin fee / account holder | $2,853 | $3,959-27.9% | $4,821-40.8% | $4,297-33.6% |