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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 | $68,736 | $56,197+22.3% | $67,652+1.6% | $59,633+15.3% |
| Participation rate | 83.9% | 71.5%+12.4pp | 75.7%+8.2pp | 68.7%+15.2pp |
| Annual return | -2.39% | 18508.10%-18510.5pp | 6625.40%-6627.8pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,846 | $1,615+14.4% | $2,266-18.5% | $2,203-16.2% |
| Participant deferral / active EE | $1,608 | $2,844-43.4% | $3,560-54.8% | $3,192-49.6% |
| Admin fee / account holder | $1,930 | $3,958-51.2% | $4,821-60.0% | $4,297-55.1% |