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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 | $32,473 | $180,459-82.0% | $154,108-78.9% | $135,380-76.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.88% | 888.21%-897.1pp | 735.21%-744.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $3,027 | $6,035-49.8% | $5,298-42.9% | $4,779-36.7% |
| Participant deferral / active EE | $5,485 | $5,806-5.5% | $5,081+8.0% | $5,609-2.2% |
| Admin fee / account holder | $2,391 | $16,145-85.2% | $13,411-82.2% | $10,828-77.9% |