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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 | $150,086 | $127,387+17.8% | $115,038+30.5% | $125,389+19.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -43.99% | 31.28%-75.3pp | 26.14%-70.1pp | 282.24%-326.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,219 | $6,423-34.3% | $6,026-30.0% | $5,352-21.2% |
| Admin fee / account holder | $10,689 | $9,516+12.3% | $8,175+30.7% | $9,541+12.0% |