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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 | $138,114-0.3% | $125,391+9.8% | $134,545+2.3% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.2pp |
| Annual return | -21.73% | 750.88%-772.6pp | 572.41%-594.1pp | 418.37%-440.1pp |
| Employer contribution / active EE | $3,053 | $5,246-41.8% | $4,816-36.6% | $4,742-35.6% |
| Participant deferral / active EE | $11,328 | $7,801+45.2% | $7,448+52.1% | $6,401+77.0% |
| Admin fee / account holder | $9,723 | $11,570-16.0% | $10,009-2.9% | $11,431-14.9% |