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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 | $166,411 | $168,635-1.3% | $147,617+12.7% | $125,389+32.7% |
| Participation rate | 90.9% | 88.8%+2.1pp | 84.6%+6.3pp | 83.2%+7.7pp |
| Annual return | -4.30% | 77.65%-81.9pp | 61.98%-66.3pp | 282.24%-286.5pp |
| Employer contribution / active EE | $2,894 | $6,252-53.7% | $5,564-48.0% | $4,866-40.5% |
| Participant deferral / active EE | $5,862 | $5,507+6.4% | $4,895+19.7% | $5,352+9.5% |
| Admin fee / account holder | $5,556 | $13,580-59.1% | $11,612-52.2% | $9,541-41.8% |