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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 | $127,217 | $91,538+39.0% | $130,014-2.2% | $75,173+69.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 9.34% | -631.11%+640.5pp | -137.22%+146.6pp | 160.65%-151.3pp |
| Employer contribution / active EE | $7,239 | $2,845+154.4% | $4,320+67.5% | $2,670+171.1% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,579 | $6,790-3.1% | $10,616-38.0% | $5,651+16.4% |