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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 | $41,799 | $160,040-73.9% | $147,096-71.6% | $145,877-71.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | -4.89% | 98.49%-103.4pp | 419.75%-424.6pp | 551.28%-556.2pp |
| Employer contribution / active EE | $4,694 | $5,289-11.3% | $4,936-4.9% | $4,663+0.7% |
| Participant deferral / active EE | $7,065 | $8,429-16.2% | $8,071-12.5% | $6,691+5.6% |
| Admin fee / account holder | $6,428 | $15,050-57.3% | $13,005-50.6% | $13,402-52.0% |