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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 | $219,267 | $154,209+42.2% | $130,062+68.6% | $139,487+57.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -10.38% | 32.52%-42.9pp | -137.37%+127.0pp | 373.84%-384.2pp |
| Employer contribution / active EE | $2,736 | $5,292-48.3% | $4,322-36.7% | $4,755-42.5% |
| Participant deferral / active EE | $8,364 | $6,709+24.7% | $5,821+43.7% | $6,713+24.6% |
| Admin fee / account holder | $336,508 | $13,988+2305.7% | $10,601+3074.4% | $11,407+2849.9% |