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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 | $103,411 | $56,197+84.0% | $67,652+52.9% | $59,633+73.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -2.66% | 18508.10%-18510.8pp | 6625.40%-6628.1pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $3,378 | $1,615+109.2% | $2,266+49.1% | $2,203+53.4% |
| Participant deferral / active EE | $4,658 | $2,844+63.8% | $3,560+30.9% | $3,192+45.9% |
| Admin fee / account holder | $11,166 | $3,958+182.1% | $4,821+131.6% | $4,297+159.9% |