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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 | $55,329 | $165,361-66.5% | $149,715-63.0% | $158,950-65.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -14.81% | 348.24%-363.0pp | 276.66%-291.5pp | 302.91%-317.7pp |
| Employer contribution / active EE | $7,564 | $5,103+48.2% | $4,645+62.9% | $4,762+58.8% |
| Participant deferral / active EE | $10,663 | $7,182+48.5% | $6,842+55.8% | $5,983+78.2% |
| Admin fee / account holder | $31,538 | $10,808+191.8% | $9,310+238.8% | $11,248+180.4% |