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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 | $111,547 | $91,536+21.9% | $130,062-14.2% | $75,177+48.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 6.53% | -631.62%+638.2pp | -137.37%+143.9pp | 160.75%-154.2pp |
| Employer contribution / active EE | $9,884 | $2,845+247.4% | $4,322+128.7% | $2,671+270.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $16,266 | $6,780+139.9% | $10,601+53.4% | $5,651+187.8% |