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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 | $118,224 | $91,537+29.2% | $130,045-9.1% | $75,173+57.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -6.07% | -631.55%+625.5pp | -137.30%+131.2pp | 160.72%-166.8pp |
| Employer contribution / active EE | $6,004 | $2,845+111.1% | $4,321+38.9% | $2,671+124.8% |
| Participant deferral / active EE | $5,654 | $4,343+30.2% | $5,820-2.8% | $4,126+37.0% |
| Admin fee / account holder | $15,286 | $6,780+125.5% | $10,600+44.2% | $5,651+170.5% |