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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 | $17,479 | $90,607-80.7% | $79,467-78.0% | $135,380-87.1% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -15.17% | 977.74%-992.9pp | 718.30%-733.5pp | 519.81%-535.0pp |
| Employer contribution / active EE | $689 | $3,068-77.5% | $2,800-75.4% | $4,779-85.6% |
| Participant deferral / active EE | $6,321 | $4,050+56.1% | $3,704+70.7% | $5,609+12.7% |
| Admin fee / account holder | $384 | $5,895-93.5% | $5,104-92.5% | $10,828-96.5% |