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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 | $144,560 | $138,076+4.7% | $123,553+17.0% | $135,380+6.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.79% | 153.70%-163.5pp | 119.21%-129.0pp | 519.81%-529.6pp |
| Employer contribution / active EE | $17,667 | $5,152+242.9% | $4,628+281.7% | $4,779+269.7% |
| Participant deferral / active EE | $22,500 | $6,800+230.9% | $6,426+250.1% | $5,609+301.1% |
| Admin fee / account holder | $23,202 | $10,917+112.5% | $9,284+149.9% | $10,828+114.3% |