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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 | $174,609 | $190,862-8.5% | $159,991+9.1% | $134,509+29.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.02% | 552.59%-573.6pp | 408.82%-429.8pp | 418.13%-439.2pp |
| Employer contribution / active EE | $3,657 | $4,995-26.8% | $4,225-13.4% | $4,741-22.9% |
| Participant deferral / active EE | $26,574 | $6,924+283.8% | $6,183+329.8% | $6,400+315.2% |
| Admin fee / account holder | $1,692 | $10,495-83.9% | $8,715-80.6% | $11,427-85.2% |