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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 | $19,656 | $95,188-79.4% | $76,518-74.3% | $135,380-85.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -376.11% | 4.85%-381.0pp | -0.27%-375.8pp | 519.81%-895.9pp |
| Employer contribution / active EE | $7,029 | $3,303+112.8% | $2,647+165.5% | $4,779+47.1% |
| Participant deferral / active EE | $16,207 | $4,640+249.3% | $3,836+322.5% | $5,609+189.0% |
| Admin fee / account holder | $557 | $6,249-91.1% | $4,849-88.5% | $10,828-94.9% |