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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 | $119,872 | $91,536+31.0% | $130,062-7.8% | $75,177+59.5% |
| Participation rate | 96.9% | 71.5%+25.5pp | 78.5%+18.4pp | 67.2%+29.7pp |
| Annual return | -10.71% | -631.62%+620.9pp | -137.37%+126.7pp | 160.75%-171.5pp |
| Employer contribution / active EE | $4,894 | $2,845+72.0% | $4,322+13.2% | $2,671+83.2% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,350 | $6,780-65.3% | $10,601-77.8% | $5,651-58.4% |