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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 | $78,093 | $93,346-16.3% | $71,796+8.8% | $273,972-71.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -0.14% | 130.39%-130.5pp | 78.04%-78.2pp | 41.46%-41.6pp |
| Employer contribution / active EE | $17,168 | $2,733+528.1% | $1,924+792.1% | $4,869+252.6% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,460 | $6,571-62.6% | $4,815-48.9% | $10,133-75.7% |