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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 | $77,762 | $138,114-43.7% | $125,391-38.0% | $134,545-42.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.56% | 750.88%-773.4pp | 572.41%-595.0pp | 418.37%-440.9pp |
| Employer contribution / active EE | $23,416 | $5,246+346.4% | $4,816+386.2% | $4,742+393.8% |
| Participant deferral / active EE | $25,398 | $7,801+225.6% | $7,448+241.0% | $6,401+296.8% |
| Admin fee / account holder | $3,015 | $11,570-73.9% | $10,009-69.9% | $11,431-73.6% |