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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 | $162,136-0.2% | $152,301+6.2% | $154,746+4.6% |
| Participation rate | 78.9% | 84.1%-5.2pp | 82.4%-3.5pp | 80.7%-1.8pp |
| Annual return | -17.68% | 91.02%-108.7pp | 80.50%-98.2pp | 172.34%-190.0pp |
| Employer contribution / active EE | $9,304 | $4,890+90.3% | $4,624+101.2% | $4,379+112.5% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,616 | $15,759-77.1% | $14,398-74.9% | $14,365-74.8% |