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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 | $157,592 | $99,644+58.2% | $86,438+82.3% | $134,532+17.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -43.62% | 6787.26%-6830.9pp | 4397.19%-4440.8pp | 418.27%-461.9pp |
| Employer contribution / active EE | $13,315 | $4,402+202.5% | $3,769+253.2% | $4,741+180.8% |
| Participant deferral / active EE | $11,009 | $7,247+51.9% | $6,952+58.3% | $6,401+72.0% |
| Admin fee / account holder | $25,485 | $8,375+204.3% | $6,733+278.5% | $11,429+123.0% |