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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 | $33,923 | $99,644-66.0% | $86,438-60.8% | $134,532-74.8% |
| Participation rate | 92.3% | 82.1%+10.2pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -50.46% | 6787.26%-6837.7pp | 4397.19%-4447.7pp | 418.27%-468.7pp |
| Employer contribution / active EE | $15,692 | $4,402+256.5% | $3,769+316.3% | $4,741+231.0% |
| Participant deferral / active EE | $15,692 | $7,247+116.5% | $6,952+125.7% | $6,401+145.2% |
| Admin fee / account holder | $3,261 | $8,375-61.1% | $6,733-51.6% | $11,429-71.5% |