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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 | $117,929 | $56,197+109.9% | $67,652+74.3% | $59,633+97.8% |
| Participation rate | 96.6% | 71.5%+25.1pp | 75.7%+20.9pp | 68.7%+27.9pp |
| Annual return | -2.96% | 18508.10%-18511.1pp | 6625.40%-6628.4pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $21,311 | $1,615+1219.8% | $2,266+840.6% | $2,203+867.5% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $446 | $3,958-88.7% | $4,821-90.7% | $4,297-89.6% |