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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 | $108,253 | $82,674+30.9% | $125,363-13.6% | $68,495+58.0% |
| Participation rate | 83.0% | 75.0%+8.0pp | 82.4%+0.6pp | 67.9%+15.1pp |
| Annual return | -20.45% | -5.97%-14.5pp | 572.15%-592.6pp | -7.84%-12.6pp |
| Employer contribution / active EE | $4,027 | $3,382+19.1% | $4,815-16.4% | $2,596+55.1% |
| Participant deferral / active EE | $9,610 | $6,111+57.3% | $7,447+29.0% | $4,028+138.6% |
| Admin fee / account holder | $8,426 | $6,276+34.2% | $10,005-15.8% | $5,403+55.9% |