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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 | $48,075 | $56,200-14.5% | $67,653-28.9% | $59,633-19.4% |
| Participation rate | 74.2% | 71.5%+2.7pp | 75.7%-1.5pp | 68.7%+5.5pp |
| Annual return | -17.25% | 18506.71%-18524.0pp | 6625.22%-6642.5pp | 2041.40%-2058.6pp |
| Employer contribution / active EE | $1,235 | $1,615-23.5% | $2,266-45.5% | $2,203-43.9% |
| Participant deferral / active EE | $3,094 | $2,843+8.8% | $3,560-13.1% | $3,192-3.1% |
| Admin fee / account holder | $1,333 | $3,959-66.3% | $4,821-72.4% | $4,297-69.0% |