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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 | $31,424 | $55,457-43.3% | $77,361-59.4% | $94,015-66.6% |
| Participation rate | 95.7% | 69.8%+25.9pp | 75.0%+20.8pp | 70.8%+24.9pp |
| Annual return | 5.90% | 15.57%-9.7pp | 1011.54%-1005.6pp | 17.84%-11.9pp |
| Employer contribution / active EE | $735 | $2,255-67.4% | $2,990-75.4% | $2,790-73.7% |
| Participant deferral / active EE | $1,616 | $3,069-47.4% | $3,911-58.7% | $4,249-62.0% |
| Admin fee / account holder | $17,204 | $4,334+297.0% | $5,894+191.9% | $8,951+92.2% |