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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 | $89,963 | $99,644-9.7% | $86,438+4.1% | $134,532-33.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -68.49% | 6787.26%-6855.8pp | 4397.19%-4465.7pp | 418.27%-486.8pp |
| Employer contribution / active EE | $48,250 | $4,402+996.1% | $3,769+1180.0% | $4,741+917.7% |
| Participant deferral / active EE | $10,250 | $7,247+41.4% | $6,952+47.4% | $6,401+60.1% |
| Admin fee / account holder | $4,935 | $8,375-41.1% | $6,733-26.7% | $11,429-56.8% |