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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 | $119,056 | $138,078-13.8% | $125,363-5.0% | $134,509-11.5% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -22.41% | 750.49%-772.9pp | 572.15%-594.6pp | 418.13%-440.5pp |
| Employer contribution / active EE | $3,363 | $5,245-35.9% | $4,815-30.1% | $4,741-29.1% |
| Participant deferral / active EE | $7,823 | $7,800+0.3% | $7,447+5.1% | $6,400+22.2% |
| Admin fee / account holder | $327 | $11,566-97.2% | $10,005-96.7% | $11,427-97.1% |