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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 | $27,113 | $138,078-80.4% | $125,363-78.4% | $134,509-79.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.02% | 750.49%-772.5pp | 572.15%-594.2pp | 418.13%-440.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $26,086 | $7,800+234.4% | $7,447+250.3% | $6,400+307.6% |
| Admin fee / account holder | $110,235 | $11,566+853.1% | $10,005+1001.8% | $11,427+864.7% |