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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 | $99,165 | $91,536+8.3% | $130,062-23.8% | $75,177+31.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 4.64% | -631.62%+636.3pp | -137.37%+142.0pp | 160.75%-156.1pp |
| Employer contribution / active EE | $10,610 | $2,845+272.9% | $4,322+145.5% | $2,671+297.2% |
| Participant deferral / active EE | $2,270 | $4,343-47.7% | $5,821-61.0% | $4,126-45.0% |
| Admin fee / account holder | $19,457 | $6,780+187.0% | $10,601+83.5% | $5,651+244.3% |