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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 | $59,620 | $56,197+6.1% | $67,652-11.9% | $59,6330% |
| Participation rate | 81.5% | 71.5%+10.0pp | 75.7%+5.8pp | 68.7%+12.8pp |
| Annual return | -2.69% | 18508.10%-18510.8pp | 6625.40%-6628.1pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $2,631 | $1,615+63.0% | $2,266+16.1% | $2,203+19.5% |
| Participant deferral / active EE | $3,439 | $2,844+20.9% | $3,560-3.4% | $3,192+7.8% |
| Admin fee / account holder | $2,502 | $3,958-36.8% | $4,821-48.1% | $4,297-41.8% |