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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 | $75,799 | $104,953-27.8% | $84,637-10.4% | $152,909-50.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 2.74% | 373.94%-371.2pp | 258.82%-256.1pp | 345.46%-342.7pp |
| Employer contribution / active EE | $26,221 | $3,304+693.7% | $2,653+888.2% | $4,764+450.4% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,048 | $6,244-67.2% | $4,914-58.3% | $11,601-82.3% |