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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 | $249,950 | $91,525+173.1% | $130,026+92.2% | $75,181+232.5% |
| Participation rate | 96.6% | 71.4%+25.1pp | 78.5%+18.1pp | 67.2%+29.4pp |
| Annual return | -13.66% | -631.40%+617.7pp | -137.26%+123.6pp | 160.69%-174.3pp |
| Employer contribution / active EE | $17,241 | $2,844+506.2% | $4,321+299.0% | $2,671+545.6% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,916 | $6,778+16.8% | $10,608-25.4% | $5,650+40.1% |