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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 | $17,716 | $99,668-82.2% | $86,451-79.5% | $134,545-86.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.09% | 6789.61%-6812.7pp | 4398.51%-4421.6pp | 418.37%-441.5pp |
| Employer contribution / active EE | $2,781 | $4,403-36.8% | $3,770-26.2% | $4,742-41.3% |
| Participant deferral / active EE | $13,237 | $7,249+82.6% | $6,953+90.4% | $6,401+106.8% |
| Admin fee / account holder | $2,126 | $8,377-74.6% | $6,734-68.4% | $11,431-81.4% |