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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 | $43,425 | $160,059-72.9% | $140,019-69.0% | $135,380-67.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.66% | 911.48%-923.1pp | 651.17%-662.8pp | 519.81%-531.5pp |
| Employer contribution / active EE | $12,081 | $6,420+88.2% | $5,605+115.5% | $4,779+152.8% |
| Participant deferral / active EE | $5,221 | $7,641-31.7% | $6,927-24.6% | $5,609-6.9% |
| Admin fee / account holder | $3,078 | $13,328-76.9% | $10,705-71.2% | $10,828-71.6% |