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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 | $195,614 | $138,075+41.7% | $123,552+58.3% | $135,379+44.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -15.39% | 153.70%-169.1pp | 119.20%-134.6pp | 519.79%-535.2pp |
| Employer contribution / active EE | $4,177 | $5,152-18.9% | $4,628-9.8% | $4,779-12.6% |
| Participant deferral / active EE | $17,611 | $6,800+159.0% | $6,426+174.1% | $5,609+214.0% |
| Admin fee / account holder | $27,663 | $10,917+153.4% | $9,285+197.9% | $10,828+155.5% |