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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 | $161,804 | $196,972-17.9% | $182,262-11.2% | $198,609-18.5% |
| Participation rate | 78.9% | 85.7%-6.7pp | 84.2%-5.3pp | 82.4%-3.4pp |
| Annual return | -17.68% | 158.27%-176.0pp | 140.60%-158.3pp | 202.70%-220.4pp |
| Employer contribution / active EE | $9,304 | $5,364+73.5% | $5,046+84.4% | $5,055+84.1% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,616 | $18,429-80.4% | $16,712-78.4% | $19,030-81.0% |