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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 | $47,479-33.8% | $62,929-50.1% | $82,448-61.9% |
| Participation rate | 95.7% | 66.9%+28.9pp | 73.1%+22.6pp | 68.1%+27.7pp |
| Annual return | 5.90% | 20.34%-14.4pp | 1063.93%-1058.0pp | 41.64%-35.7pp |
| Employer contribution / active EE | $735 | $1,885-61.0% | $2,505-70.7% | $2,551-71.2% |
| Participant deferral / active EE | $1,616 | $2,870-43.7% | $3,888-58.4% | $4,139-61.0% |
| Admin fee / account holder | $17,204 | $3,804+352.3% | $5,065+239.7% | $7,234+137.8% |