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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 | $33,837 | $55,457-39.0% | $77,361-56.3% | $94,015-64.0% |
| Participation rate | 98.1% | 69.8%+28.3pp | 75.0%+23.1pp | 70.8%+27.3pp |
| Annual return | 9.30% | 15.57%-6.3pp | 1011.54%-1002.2pp | 17.84%-8.5pp |
| Employer contribution / active EE | $812 | $2,255-64.0% | $2,990-72.9% | $2,790-70.9% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,557 | $4,334-41.0% | $5,894-56.6% | $8,951-71.4% |