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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 | $140,098 | $68,097+105.7% | $62,929+122.6% | $137,256+2.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 0.26% | 1859.11%-1858.9pp | 1063.93%-1063.7pp | 220.34%-220.1pp |
| Employer contribution / active EE | $7,195 | $2,811+156.0% | $2,505+187.3% | $4,156+73.1% |
| Participant deferral / active EE | $4,601 | $4,553+1.1% | $3,888+18.3% | $6,407-28.2% |
| Admin fee / account holder | $6,811 | $6,521+4.4% | $5,065+34.5% | $12,270-44.5% |