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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 | $136,983 | $91,537+49.6% | $130,045+5.3% | $75,173+82.2% |
| Participation rate | 98.6% | 71.5%+27.2pp | 78.5%+20.1pp | 67.2%+31.4pp |
| Annual return | 10.69% | -631.55%+642.2pp | -137.30%+148.0pp | 160.72%-150.0pp |
| Employer contribution / active EE | $16,667 | $2,845+485.9% | $4,321+285.7% | $2,671+524.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,113 | $6,780-39.3% | $10,600-61.2% | $5,651-27.2% |