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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 | $51,937 | $138,102-62.4% | $125,381-58.6% | $134,532-61.4% |
| Participation rate | 86.4% | 84.5%+1.9pp | 82.4%+4.0pp | 81.2%+5.1pp |
| Annual return | -22.23% | 750.73%-773.0pp | 572.31%-594.5pp | 418.27%-440.5pp |
| Employer contribution / active EE | $4,159 | $5,245-20.7% | $4,815-13.6% | $4,741-12.3% |
| Participant deferral / active EE | $10,667 | $7,801+36.8% | $7,448+43.2% | $6,401+66.7% |
| Admin fee / account holder | $5,874 | $11,568-49.2% | $10,007-41.3% | $11,429-48.6% |