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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 | $10,800 | $72,446-85.1% | $67,561-84.0% | $145,877-92.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | -9.94% | 7211.98%-7221.9pp | 3525.44%-3535.4pp | 551.28%-561.2pp |
| Employer contribution / active EE | $3,990 | $3,072+29.9% | $2,735+45.9% | $4,663-14.4% |
| Participant deferral / active EE | $4,713 | $4,785-1.5% | $4,003+17.7% | $6,691-29.6% |
| Admin fee / account holder | $8,500 | $5,541+53.4% | $4,006+112.2% | $13,402-36.6% |