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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 | $174,911 | $150,447+16.3% | $136,298+28.3% | $147,586+18.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -0.96% | 1049.15%-1050.1pp | 5156.27%-5157.2pp | 578.59%-579.6pp |
| Employer contribution / active EE | $4,071 | $5,256-22.6% | $4,696-13.3% | $4,876-16.5% |
| Participant deferral / active EE | $5,963 | $6,631-10.1% | $6,247-4.5% | $5,439+9.6% |
| Admin fee / account holder | $23,994 | $10,906+120.0% | $9,244+159.6% | $10,886+120.4% |