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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 | $202,071 | $138,102+46.3% | $125,381+61.2% | $134,532+50.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -21.77% | 750.73%-772.5pp | 572.31%-594.1pp | 418.27%-440.0pp |
| Employer contribution / active EE | $3,877 | $5,245-26.1% | $4,815-19.5% | $4,741-18.2% |
| Participant deferral / active EE | $16,462 | $7,801+111.0% | $7,448+121.0% | $6,401+157.2% |
| Admin fee / account holder | $1,226 | $11,568-89.4% | $10,007-87.8% | $11,429-89.3% |