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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 | $156,058 | $138,076+13.0% | $123,553+26.3% | $135,380+15.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.10% | 153.70%-165.8pp | 119.21%-131.3pp | 519.81%-531.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,000 | $6,800+76.5% | $6,426+86.7% | $5,609+113.9% |
| Admin fee / account holder | $1,969 | $10,917-82.0% | $9,284-78.8% | $10,828-81.8% |