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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 | $153,156 | $172,111-11.0% | $150,298+1.9% | $137,256+11.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | -0.51% | 69.37%-69.9pp | 62.79%-63.3pp | 220.34%-220.8pp |
| Employer contribution / active EE | $11,737 | $4,636+153.2% | $4,154+182.5% | $4,156+182.4% |
| Participant deferral / active EE | $8,688 | $6,166+40.9% | $5,453+59.3% | $6,407+35.6% |
| Admin fee / account holder | $1,754 | $16,471-89.4% | $14,116-87.6% | $12,270-85.7% |