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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 | $143,053 | $91,536+56.3% | $130,062+10.0% | $75,177+90.3% |
| Participation rate | 76.0% | 71.5%+4.5pp | 78.5%-2.5pp | 67.2%+8.8pp |
| Annual return | 0.16% | -631.62%+631.8pp | -137.37%+137.5pp | 160.75%-160.6pp |
| Employer contribution / active EE | $22,800 | $2,845+701.4% | $4,322+427.5% | $2,671+753.6% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,606 | $6,780-76.3% | $10,601-84.8% | $5,651-71.6% |