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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 | $87,637 | $138,078-36.5% | $125,363-30.1% | $134,509-34.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -21.10% | 750.49%-771.6pp | 572.15%-593.2pp | 418.13%-439.2pp |
| Employer contribution / active EE | $4,093 | $5,245-22.0% | $4,815-15.0% | $4,741-13.7% |
| Participant deferral / active EE | $8,865 | $7,800+13.7% | $7,447+19.0% | $6,400+38.5% |
| Admin fee / account holder | $7,939 | $11,566-31.4% | $10,005-20.7% | $11,427-30.5% |