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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 | $102,842 | $138,114-25.5% | $125,391-18.0% | $134,545-23.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -22.26% | 750.88%-773.1pp | 572.41%-594.7pp | 418.37%-440.6pp |
| Employer contribution / active EE | $3,192 | $5,246-39.1% | $4,816-33.7% | $4,742-32.7% |
| Participant deferral / active EE | $5,147 | $7,801-34.0% | $7,448-30.9% | $6,401-19.6% |
| Admin fee / account holder | $1,877 | $11,570-83.8% | $10,009-81.2% | $11,431-83.6% |