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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 | $32,531 | $180,462-82.0% | $154,111-78.9% | $135,379-76.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.80% | 888.17%-897.0pp | 735.18%-744.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $2,047 | $6,036-66.1% | $5,298-61.4% | $4,779-57.2% |
| Participant deferral / active EE | $3,275 | $5,806-43.6% | $5,081-35.5% | $5,609-41.6% |
| Admin fee / account holder | $1,283 | $16,145-92.1% | $13,411-90.4% | $10,828-88.2% |