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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 | $110,577 | $138,078-19.9% | $125,363-11.8% | $134,509-17.8% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -21.61% | 750.49%-772.1pp | 572.15%-593.8pp | 418.13%-439.7pp |
| Employer contribution / active EE | $5,625 | $5,245+7.2% | $4,815+16.8% | $4,741+18.7% |
| Participant deferral / active EE | $9,032 | $7,800+15.8% | $7,447+21.3% | $6,400+41.1% |
| Admin fee / account holder | $610 | $11,566-94.7% | $10,005-93.9% | $11,427-94.7% |