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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 | $99,452 | $111,535-10.8% | $105,223-5.5% | $137,256-27.5% |
| Participation rate | 95.7% | 78.1%+17.6pp | 75.0%+20.6pp | 80.0%+15.7pp |
| Annual return | -16.86% | 237.85%-254.7pp | 180.65%-197.5pp | 220.34%-237.2pp |
| Employer contribution / active EE | $8,441 | $3,939+114.3% | $3,689+128.8% | $4,156+103.1% |
| Participant deferral / active EE | $9,788 | $5,500+78.0% | $5,072+93.0% | $6,407+52.8% |
| Admin fee / account holder | $6,671 | $9,721-31.4% | $8,859-24.7% | $12,270-45.6% |