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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 | $72,124 | $150,447-52.1% | $136,298-47.1% | $147,586-51.1% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 0.77% | 1049.15%-1048.4pp | 5156.27%-5155.5pp | 578.59%-577.8pp |
| Employer contribution / active EE | $2,617 | $5,256-50.2% | $4,696-44.3% | $4,876-46.3% |
| Participant deferral / active EE | $8,347 | $6,631+25.9% | $6,247+33.6% | $5,439+53.5% |
| Admin fee / account holder | $63,563 | $10,906+482.8% | $9,244+587.6% | $10,886+483.9% |