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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 | $62,952 | $82,630-23.8% | $64,105-1.8% | $125,389-49.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -4.73% | 1489.72%-1494.5pp | 791.24%-796.0pp | 282.24%-287.0pp |
| Employer contribution / active EE | $1,207 | $2,671-54.8% | $1,820-33.7% | $4,866-75.2% |
| Participant deferral / active EE | $4,464 | $3,608+23.7% | $2,822+58.2% | $5,352-16.6% |
| Admin fee / account holder | $596 | $6,382-90.7% | $4,499-86.8% | $9,541-93.8% |