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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 | $124,851 | $202,342-38.3% | $172,752-27.7% | $152,897-18.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -17.82% | 1029.83%-1047.6pp | 802.97%-820.8pp | 345.43%-363.3pp |
| Employer contribution / active EE | $1,991 | $5,858-66.0% | $5,144-61.3% | $4,764-58.2% |
| Participant deferral / active EE | $9,246 | $5,948+55.4% | $5,198+77.9% | $5,851+58.0% |
| Admin fee / account holder | $964 | $17,111-94.4% | $13,955-93.1% | $11,599-91.7% |