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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 | $50,554-37.8% | $67,681-53.6% | $87,485-64.1% |
| Participation rate | 95.7% | 67.7%+28.0pp | 73.7%+22.0pp | 68.9%+26.8pp |
| Annual return | 5.90% | 17.81%-11.9pp | 590.58%-584.7pp | 26.06%-20.2pp |
| Employer contribution / active EE | $735 | $1,988-63.1% | $2,678-72.6% | $2,596-71.7% |
| Participant deferral / active EE | $1,616 | $2,961-45.4% | $3,976-59.4% | $4,274-62.2% |
| Admin fee / account holder | $17,204 | $4,132+316.3% | $6,100+182.0% | $7,775+121.3% |