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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 | $165,864 | $97,732+69.7% | $83,831+97.9% | $135,380+22.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -15.84% | 1287.56%-1303.4pp | 850.99%-866.8pp | 519.81%-535.6pp |
| Employer contribution / active EE | $7,487 | $4,222+77.3% | $3,631+106.2% | $4,779+56.7% |
| Participant deferral / active EE | $7,653 | $4,683+63.4% | $4,082+87.5% | $5,609+36.4% |
| Admin fee / account holder | $2,143 | $6,675-67.9% | $5,479-60.9% | $10,828-80.2% |