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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 | $24,705 | $97,761-74.7% | $83,850-70.5% | $135,382-81.8% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -12.84% | 1287.44%-1300.3pp | 850.92%-863.8pp | 519.77%-532.6pp |
| Employer contribution / active EE | $1,254 | $4,222-70.3% | $3,631-65.5% | $4,779-73.8% |
| Participant deferral / active EE | $10,589 | $4,682+126.1% | $4,082+159.4% | $5,609+88.8% |
| Admin fee / account holder | $315 | $6,674-95.3% | $5,478-94.3% | $10,829-97.1% |