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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 | $73,637 | $92,766-20.6% | $82,763-11.0% | $134,545-45.3% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -21.52% | 946.97%-968.5pp | 702.45%-724.0pp | 418.37%-439.9pp |
| Employer contribution / active EE | $2,903 | $3,273-11.3% | $3,008-3.5% | $4,742-38.8% |
| Participant deferral / active EE | $5,043 | $4,802+5.0% | $4,395+14.8% | $6,401-21.2% |
| Admin fee / account holder | $36,871 | $5,978+516.8% | $5,325+592.4% | $11,431+222.6% |