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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 | $167,131 | $180,459-7.4% | $154,108+8.5% | $135,380+23.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -18.26% | 888.21%-906.5pp | 735.21%-753.5pp | 519.81%-538.1pp |
| Employer contribution / active EE | $3,007 | $6,035-50.2% | $5,298-43.2% | $4,779-37.1% |
| Participant deferral / active EE | $7,739 | $5,806+33.3% | $5,081+52.3% | $5,609+38.0% |
| Admin fee / account holder | $1,487 | $16,145-90.8% | $13,411-88.9% | $10,828-86.3% |