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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 | $66,201 | $56,197+17.8% | $67,652-2.1% | $59,633+11.0% |
| Participation rate | 70.6% | 71.5%-0.9pp | 75.7%-5.1pp | 68.7%+1.9pp |
| Annual return | -46.62% | 18508.10%-18554.7pp | 6625.40%-6672.0pp | 2041.45%-2088.1pp |
| Employer contribution / active EE | $1,569 | $1,615-2.8% | $2,266-30.8% | $2,203-28.8% |
| Participant deferral / active EE | $7,761 | $2,844+172.9% | $3,560+118.0% | $3,192+143.2% |
| Admin fee / account holder | $21,508 | $3,958+443.4% | $4,821+346.2% | $4,297+400.5% |