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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 | $137,688 | $138,068-0.3% | $125,358+9.8% | $134,493+2.4% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.2pp |
| Annual return | -21.73% | 750.30%-772.0pp | 572.03%-593.8pp | 418.01%-439.7pp |
| Employer contribution / active EE | $3,053 | $5,244-41.8% | $4,814-36.6% | $4,740-35.6% |
| Participant deferral / active EE | $11,328 | $7,799+45.2% | $7,447+52.1% | $6,400+77.0% |
| Admin fee / account holder | $9,723 | $11,568-15.9% | $10,007-2.8% | $11,425-14.9% |