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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 | $100,545 | $159,934-37.1% | $147,005-31.6% | $145,959-31.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -0.11% | 98.24%-98.4pp | 418.76%-418.9pp | 561.95%-562.1pp |
| Employer contribution / active EE | $4,636 | $5,287-12.3% | $4,934-6.0% | $4,661-0.5% |
| Participant deferral / active EE | $10,807 | $8,427+28.2% | $8,070+33.9% | $6,689+61.6% |
| Admin fee / account holder | $25,171 | $15,053+67.2% | $13,006+93.5% | $13,398+87.9% |