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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 | $71,555 | $97,732-26.8% | $83,831-14.6% | $135,380-47.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.68% | 1287.56%-1297.2pp | 850.99%-860.7pp | 519.81%-529.5pp |
| Employer contribution / active EE | $4,449 | $4,222+5.4% | $3,631+22.5% | $4,779-6.9% |
| Participant deferral / active EE | $10,090 | $4,683+115.5% | $4,082+147.2% | $5,609+79.9% |
| Admin fee / account holder | $2,158 | $6,675-67.7% | $5,479-60.6% | $10,828-80.1% |