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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 | $75,434 | $138,102-45.4% | $125,381-39.8% | $134,532-43.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -21.15% | 750.73%-771.9pp | 572.31%-593.5pp | 418.27%-439.4pp |
| Employer contribution / active EE | $8,980 | $5,245+71.2% | $4,815+86.5% | $4,741+89.4% |
| Participant deferral / active EE | $11,223 | $7,801+43.9% | $7,448+50.7% | $6,401+75.3% |
| Admin fee / account holder | $20,883 | $11,568+80.5% | $10,007+108.7% | $11,429+82.7% |