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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 | $93,721 | $138,114-32.1% | $125,391-25.3% | $134,545-30.3% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -35.80% | 750.88%-786.7pp | 572.41%-608.2pp | 418.37%-454.2pp |
| Employer contribution / active EE | $2,015 | $5,246-61.6% | $4,816-58.2% | $4,742-57.5% |
| Participant deferral / active EE | $4,445 | $7,801-43.0% | $7,448-40.3% | $6,401-30.6% |
| Admin fee / account holder | $8,615 | $11,570-25.5% | $10,009-13.9% | $11,431-24.6% |