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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 | $122,049 | $91,536+33.3% | $130,062-6.2% | $75,177+62.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 3.55% | -631.62%+635.2pp | -137.37%+140.9pp | 160.75%-157.2pp |
| Employer contribution / active EE | $5,815 | $2,845+104.4% | $4,322+34.5% | $2,671+117.7% |
| Participant deferral / active EE | $7,145 | $4,343+64.5% | $5,821+22.7% | $4,126+73.1% |
| Admin fee / account holder | $1,367 | $6,780-79.8% | $10,601-87.1% | $5,651-75.8% |