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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 | $199,628 | $138,114+44.5% | $125,391+59.2% | $134,545+48.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -21.13% | 750.88%-772.0pp | 572.41%-593.5pp | 418.37%-439.5pp |
| Employer contribution / active EE | $5,513 | $5,246+5.1% | $4,816+14.5% | $4,742+16.3% |
| Participant deferral / active EE | $6,870 | $7,801-11.9% | $7,448-7.8% | $6,401+7.3% |
| Admin fee / account holder | $1,524 | $11,570-86.8% | $10,009-84.8% | $11,431-86.7% |