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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 | $85,351 | $91,525-6.7% | $130,026-34.4% | $75,181+13.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 12.80% | -631.40%+644.2pp | -137.26%+150.1pp | 160.69%-147.9pp |
| Employer contribution / active EE | $13,335 | $2,844+368.9% | $4,321+208.6% | $2,671+399.3% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $159,355 | $6,778+2250.9% | $10,608+1402.2% | $5,650+2720.5% |