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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 | $107,255 | $100,911+6.3% | $90,440+18.6% | $158,966-32.5% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | -9.51% | 1726.62%-1736.1pp | 1294.38%-1303.9pp | 302.95%-312.5pp |
| Employer contribution / active EE | $6,250 | $3,690+69.4% | $3,263+91.5% | $4,762+31.2% |
| Participant deferral / active EE | $2,965 | $4,348-31.8% | $3,964-25.2% | $5,983-50.5% |
| Admin fee / account holder | $2,760 | $6,507-57.6% | $5,615-50.9% | $11,250-75.5% |