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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 | $66,809 | $56,197+18.9% | $67,652-1.2% | $59,633+12.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -2.74% | 18508.10%-18510.8pp | 6625.40%-6628.1pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $4,573 | $1,615+183.2% | $2,266+101.9% | $2,203+107.6% |
| Participant deferral / active EE | $3,702 | $2,844+30.2% | $3,560+4.0% | $3,192+16.0% |
| Admin fee / account holder | $24,404 | $3,958+516.6% | $4,821+406.2% | $4,297+467.9% |