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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 | $116,043 | $202,342-42.7% | $172,753-32.8% | $152,909-24.1% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | -23.48% | 1029.88%-1053.4pp | 803.00%-826.5pp | 345.46%-368.9pp |
| Employer contribution / active EE | $8,235 | $5,857+40.6% | $5,144+60.1% | $4,764+72.9% |
| Participant deferral / active EE | $5,582 | $5,948-6.2% | $5,198+7.4% | $5,851-4.6% |
| Admin fee / account holder | $8,402 | $17,112-50.9% | $13,956-39.8% | $11,601-27.6% |