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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 | $170,417 | $91,537+86.2% | $130,045+31.0% | $75,173+126.7% |
| Participation rate | 98.0% | 71.5%+26.5pp | 78.5%+19.5pp | 67.2%+30.8pp |
| Annual return | -9.04% | -631.55%+622.5pp | -137.30%+128.3pp | 160.72%-169.8pp |
| Employer contribution / active EE | $8,300 | $2,845+191.8% | $4,321+92.1% | $2,671+210.8% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,125 | $6,780-39.2% | $10,600-61.1% | $5,651-27.0% |