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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 | $124,926 | $91,537+36.5% | $130,045-3.9% | $75,173+66.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 10.76% | -631.55%+642.3pp | -137.30%+148.1pp | 160.72%-150.0pp |
| Employer contribution / active EE | $26,224 | $2,845+821.9% | $4,321+506.9% | $2,671+881.8% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $14,668 | $6,780+116.3% | $10,600+38.4% | $5,651+159.6% |