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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 | $126,919 | $91,536+38.7% | $130,062-2.4% | $75,177+68.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 7.81% | -631.62%+639.4pp | -137.37%+145.2pp | 160.75%-152.9pp |
| Employer contribution / active EE | $4,005 | $2,845+40.8% | $4,322-7.3% | $2,671+50.0% |
| Participant deferral / active EE | $6,030 | $4,343+38.8% | $5,821+3.6% | $4,126+46.1% |
| Admin fee / account holder | $6,830 | $6,780+0.7% | $10,601-35.6% | $5,651+20.9% |