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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 | $110,242 | $138,102-20.2% | $125,381-12.1% | $134,532-18.1% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -22.85% | 750.73%-773.6pp | 572.31%-595.2pp | 418.27%-441.1pp |
| Employer contribution / active EE | $2,144 | $5,245-59.1% | $4,815-55.5% | $4,741-54.8% |
| Participant deferral / active EE | $7,730 | $7,801-0.9% | $7,448+3.8% | $6,401+20.8% |
| Admin fee / account holder | $1,154 | $11,568-90.0% | $10,007-88.5% | $11,429-89.9% |