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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 | $133,894 | $135,639-1.3% | $110,241+21.5% | $135,382-1.1% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.8%-2.0pp | 82.6%-4.9pp |
| Annual return | -9.23% | 513.21%-522.4pp | 314.75%-324.0pp | 519.77%-529.0pp |
| Employer contribution / active EE | $2,388 | $4,907-51.3% | $3,827-37.6% | $4,779-50.0% |
| Participant deferral / active EE | $7,606 | $5,507+38.1% | $4,672+62.8% | $5,609+35.6% |
| Admin fee / account holder | $14,255 | $11,457+24.4% | $8,548+66.8% | $10,829+31.6% |