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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 | $128,056 | $91,536+39.9% | $130,062-1.5% | $75,177+70.3% |
| Participation rate | 94.0% | 71.5%+22.6pp | 78.5%+15.5pp | 67.2%+26.8pp |
| Annual return | -20.78% | -631.62%+610.8pp | -137.37%+116.6pp | 160.75%-181.5pp |
| Employer contribution / active EE | $2,794 | $2,845-1.8% | $4,322-35.4% | $2,671+4.6% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,762 | $6,780-74.0% | $10,601-83.4% | $5,651-68.8% |