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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 | $18,913 | $138,114-86.3% | $125,391-84.9% | $134,545-85.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.51% | 750.88%-778.4pp | 572.41%-599.9pp | 418.37%-445.9pp |
| Employer contribution / active EE | $2,690 | $5,246-48.7% | $4,816-44.2% | $4,742-43.3% |
| Participant deferral / active EE | $10,263 | $7,801+31.6% | $7,448+37.8% | $6,401+60.3% |
| Admin fee / account holder | $3,229 | $11,570-72.1% | $10,009-67.7% | $11,431-71.8% |