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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 | $77,459 | $56,200+37.8% | $67,653+14.5% | $59,633+29.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -2.50% | 18506.71%-18509.2pp | 6625.22%-6627.7pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $672 | $1,615-58.4% | $2,266-70.4% | $2,203-69.5% |
| Participant deferral / active EE | $3,430 | $2,843+20.6% | $3,560-3.6% | $3,192+7.5% |
| Admin fee / account holder | $5,677 | $3,959+43.4% | $4,821+17.8% | $4,297+32.1% |