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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 | $78,135 | $109,327-28.5% | $89,391-12.6% | $158,931-50.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -0.13% | 345.68%-345.8pp | 245.62%-245.7pp | 302.86%-303.0pp |
| Employer contribution / active EE | $1,483 | $3,170-53.2% | $2,586-42.6% | $4,761-68.9% |
| Participant deferral / active EE | $4,107 | $4,598-10.7% | $3,890+5.6% | $5,982-31.3% |
| Admin fee / account holder | $208,094 | $6,153+3282.0% | $4,881+4163.0% | $11,247+1750.3% |