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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 | $126,111 | $160,059-21.2% | $140,019-9.9% | $135,379-6.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -15.66% | 911.44%-927.1pp | 651.15%-666.8pp | 519.79%-535.5pp |
| Employer contribution / active EE | $17,306 | $6,420+169.6% | $5,605+208.7% | $4,779+262.1% |
| Participant deferral / active EE | $16,100 | $7,641+110.7% | $6,927+132.4% | $5,609+187.0% |
| Admin fee / account holder | $7,999 | $13,328-40.0% | $10,705-25.3% | $10,828-26.1% |