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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 | $148,983 | $150,447-1.0% | $136,298+9.3% | $147,586+0.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -2.78% | 1049.15%-1051.9pp | 5156.27%-5159.0pp | 578.59%-581.4pp |
| Employer contribution / active EE | $12,260 | $5,256+133.2% | $4,696+161.1% | $4,876+151.4% |
| Participant deferral / active EE | $9,026 | $6,631+36.1% | $6,247+44.5% | $5,439+66.0% |
| Admin fee / account holder | $7,560 | $10,906-30.7% | $9,244-18.2% | $10,886-30.5% |