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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 | $15,595 | $99,644-84.3% | $86,438-82.0% | $134,532-88.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.68% | 6787.26%-6812.9pp | 4397.19%-4422.9pp | 418.27%-443.9pp |
| Employer contribution / active EE | $4,245 | $4,402-3.6% | $3,769+12.6% | $4,741-10.5% |
| Participant deferral / active EE | $5,108 | $7,247-29.5% | $6,952-26.5% | $6,401-20.2% |
| Admin fee / account holder | $307 | $8,375-96.3% | $6,733-95.4% | $11,429-97.3% |