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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 | $64,617 | $97,732-33.9% | $83,831-22.9% | $135,380-52.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.63% | 1287.56%-1297.2pp | 850.99%-860.6pp | 519.81%-529.4pp |
| Employer contribution / active EE | $2,529 | $4,222-40.1% | $3,631-30.3% | $4,779-47.1% |
| Participant deferral / active EE | $5,619 | $4,683+20.0% | $4,082+37.7% | $5,609+0.2% |
| Admin fee / account holder | $10,355 | $6,675+55.1% | $5,479+89.0% | $10,828-4.4% |