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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 | $42,196 | $56,197-24.9% | $67,652-37.6% | $59,633-29.2% |
| Participation rate | 94.1% | 71.5%+22.6pp | 75.7%+18.5pp | 68.7%+25.4pp |
| Annual return | -18.24% | 18508.10%-18526.3pp | 6625.40%-6643.6pp | 2041.45%-2059.7pp |
| Employer contribution / active EE | $1,925 | $1,615+19.2% | $2,266-15.0% | $2,203-12.6% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,352 | $3,958-65.8% | $4,821-72.0% | $4,297-68.5% |