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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 | $35,092 | $160,059-78.1% | $140,019-74.9% | $135,382-74.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -16.12% | 911.44%-927.6pp | 651.15%-667.3pp | 519.77%-535.9pp |
| Employer contribution / active EE | $2,385 | $6,420-62.8% | $5,605-57.5% | $4,779-50.1% |
| Participant deferral / active EE | $10,510 | $7,641+37.6% | $6,927+51.7% | $5,609+87.4% |
| Admin fee / account holder | $453 | $13,328-96.6% | $10,705-95.8% | $10,829-95.8% |