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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 | $60,169 | $56,197+7.1% | $67,652-11.1% | $59,633+0.9% |
| Participation rate | 91.2% | 71.5%+19.7pp | 75.7%+15.5pp | 68.7%+22.5pp |
| Annual return | -3.02% | 18508.10%-18511.1pp | 6625.40%-6628.4pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $3,023 | $1,615+87.2% | $2,266+33.4% | $2,203+37.2% |
| Participant deferral / active EE | $3,390 | $2,844+19.2% | $3,560-4.8% | $3,192+6.2% |
| Admin fee / account holder | $4,916 | $3,958+24.2% | $4,821+2.0% | $4,297+14.4% |