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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 | $245,101 | $138,114+77.5% | $125,391+95.5% | $134,545+82.2% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -22.73% | 750.88%-773.6pp | 572.41%-595.1pp | 418.37%-441.1pp |
| Employer contribution / active EE | $2,789 | $5,246-46.8% | $4,816-42.1% | $4,742-41.2% |
| Participant deferral / active EE | $6,145 | $7,801-21.2% | $7,448-17.5% | $6,401-4.0% |
| Admin fee / account holder | $1,493 | $11,570-87.1% | $10,009-85.1% | $11,431-86.9% |