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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 | $162,817 | $91,536+77.9% | $130,062+25.2% | $75,177+116.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 10.59% | -631.62%+642.2pp | -137.37%+148.0pp | 160.75%-150.2pp |
| Employer contribution / active EE | $7,474 | $2,845+162.7% | $4,322+72.9% | $2,671+179.8% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $24,557 | $6,780+262.2% | $10,601+131.7% | $5,651+334.5% |