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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 | $54,899 | $180,462-69.6% | $154,111-64.4% | $135,379-59.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.90% | 888.17%-897.1pp | 735.18%-744.1pp | 519.79%-528.7pp |
| Employer contribution / active EE | $1,845 | $6,036-69.4% | $5,298-65.2% | $4,779-61.4% |
| Participant deferral / active EE | $5,332 | $5,806-8.2% | $5,081+5.0% | $5,609-4.9% |
| Admin fee / account holder | $889 | $16,145-94.5% | $13,411-93.4% | $10,828-91.8% |