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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 | $117,588 | $138,102-14.9% | $125,381-6.2% | $134,532-12.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -21.57% | 750.73%-772.3pp | 572.31%-593.9pp | 418.27%-439.8pp |
| Employer contribution / active EE | $4,634 | $5,245-11.7% | $4,815-3.8% | $4,741-2.3% |
| Participant deferral / active EE | $19,339 | $7,801+147.9% | $7,448+159.7% | $6,401+202.1% |
| Admin fee / account holder | $5,607 | $11,568-51.5% | $10,007-44.0% | $11,429-50.9% |