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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 | $175,704 | $138,102+27.2% | $125,381+40.1% | $134,532+30.6% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.5pp | 81.2%-4.3pp |
| Annual return | -23.02% | 750.73%-773.7pp | 572.31%-595.3pp | 418.27%-441.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,121 | $7,801+29.7% | $7,448+35.9% | $6,401+58.1% |
| Admin fee / account holder | $2,813 | $11,568-75.7% | $10,007-71.9% | $11,429-75.4% |