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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 | $52,214 | $56,197-7.1% | $67,652-22.8% | $59,633-12.4% |
| Participation rate | 97.8% | 71.5%+26.4pp | 75.7%+22.2pp | 68.7%+29.2pp |
| Annual return | -4.49% | 18508.10%-18512.6pp | 6625.40%-6629.9pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $543 | $1,615-66.3% | $2,266-76.0% | $2,203-75.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,938 | $3,958+24.8% | $4,821+2.4% | $4,297+14.9% |