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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 | $51,995 | $56,197-7.5% | $67,652-23.1% | $59,633-12.8% |
| Participation rate | 96.6% | 71.5%+25.1pp | 75.7%+20.9pp | 68.7%+27.9pp |
| Annual return | -9.62% | 18508.10%-18517.7pp | 6625.40%-6635.0pp | 2041.45%-2051.1pp |
| Employer contribution / active EE | $4,917 | $1,615+204.5% | $2,266+117.0% | $2,203+123.2% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,144 | $3,958-71.1% | $4,821-76.3% | $4,297-73.4% |