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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 | $102,094 | $91,536+11.5% | $130,062-21.5% | $75,177+35.8% |
| Participation rate | 97.0% | 71.5%+25.5pp | 78.5%+18.5pp | 67.2%+29.8pp |
| Annual return | 0.00% | -631.62%+631.6pp | -137.37%+137.4pp | 160.75%-160.8pp |
| Employer contribution / active EE | $9,653 | $2,845+239.3% | $4,322+123.3% | $2,671+261.4% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,636 | $6,780-2.1% | $10,601-37.4% | $5,651+17.4% |