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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 | $26,212 | $99,644-73.7% | $86,438-69.7% | $134,532-80.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -23.22% | 6787.26%-6810.5pp | 4397.19%-4420.4pp | 418.27%-441.5pp |
| Employer contribution / active EE | $5,018 | $4,402+14.0% | $3,769+33.1% | $4,741+5.8% |
| Participant deferral / active EE | $11,777 | $7,247+62.5% | $6,952+69.4% | $6,401+84.0% |
| Admin fee / account holder | $6,638 | $8,375-20.7% | $6,733-1.4% | $11,429-41.9% |