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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 | $233,819 | $112,933+107.0% | $90,970+157.0% | $158,982+47.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.07% | 215.82%-215.8pp | 134.60%-134.5pp | 302.99%-302.9pp |
| Employer contribution / active EE | $1,132 | $2,893-60.9% | $2,122-46.6% | $4,763-76.2% |
| Participant deferral / active EE | $6,735 | $4,128+63.2% | $3,373+99.7% | $5,983+12.6% |
| Admin fee / account holder | $93,861 | $8,047+1066.5% | $5,961+1474.6% | $11,252+734.2% |