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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 | $18,631 | $99,647-81.3% | $86,439-78.4% | $134,509-86.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.03% | 6784.13%-6813.2pp | 4395.55%-4424.6pp | 418.13%-447.2pp |
| Employer contribution / active EE | $7,043 | $4,401+60.0% | $3,769+86.9% | $4,741+48.6% |
| Participant deferral / active EE | $14,191 | $7,246+95.8% | $6,952+104.1% | $6,400+121.7% |
| Admin fee / account holder | $4,062 | $8,373-51.5% | $6,732-39.7% | $11,427-64.5% |