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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 | $69,056 | $48,274+43.1% | $63,244+9.2% | $59,633+15.8% |
| Participation rate | 93.8% | 66.3%+27.4pp | 71.0%+22.7pp | 68.7%+25.1pp |
| Annual return | -3.23% | -240.79%+237.6pp | -70.31%+67.1pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $1,573 | $1,586-0.8% | $2,322-32.3% | $2,203-28.6% |
| Participant deferral / active EE | $1,668 | $2,343-28.8% | $2,953-43.5% | $3,192-47.7% |
| Admin fee / account holder | $3,225 | $3,600-10.4% | $5,893-45.3% | $4,297-24.9% |