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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 | $78,356 | $138,114-43.3% | $125,391-37.5% | $134,545-41.8% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -23.06% | 750.88%-773.9pp | 572.41%-595.5pp | 418.37%-441.4pp |
| Employer contribution / active EE | $3,921 | $5,246-25.3% | $4,816-18.6% | $4,742-17.3% |
| Participant deferral / active EE | $12,315 | $7,801+57.9% | $7,448+65.3% | $6,401+92.4% |
| Admin fee / account holder | $1,556 | $11,570-86.5% | $10,009-84.5% | $11,431-86.4% |