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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 | $105,720 | $56,197+88.1% | $67,652+56.3% | $59,633+77.3% |
| Participation rate | 88.9% | 71.5%+17.4pp | 75.7%+13.2pp | 68.7%+20.2pp |
| Annual return | -3.58% | 18508.10%-18511.7pp | 6625.40%-6629.0pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $708 | $1,615-56.2% | $2,266-68.8% | $2,203-67.9% |
| Participant deferral / active EE | $3,629 | $2,844+27.6% | $3,560+1.9% | $3,192+13.7% |
| Admin fee / account holder | $1,617 | $3,958-59.1% | $4,821-66.5% | $4,297-62.4% |