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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 | $83,247 | $91,536-9.1% | $130,062-36.0% | $75,177+10.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 12.50% | -631.62%+644.1pp | -137.37%+149.9pp | 160.75%-148.3pp |
| Employer contribution / active EE | $5,500 | $2,845+93.3% | $4,322+27.2% | $2,671+105.9% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,800 | $6,780+29.8% | $10,601-17.0% | $5,651+55.7% |