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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 | $145,424 | $202,342-28.1% | $172,753-15.8% | $152,909-4.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -1.31% | 1029.88%-1031.2pp | 803.00%-804.3pp | 345.46%-346.8pp |
| Employer contribution / active EE | $4,866 | $5,857-16.9% | $5,144-5.4% | $4,764+2.1% |
| Participant deferral / active EE | $8,110 | $5,948+36.3% | $5,198+56.0% | $5,851+38.6% |
| Admin fee / account holder | $2,998 | $17,112-82.5% | $13,956-78.5% | $11,601-74.2% |