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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 | $13,779 | $47,479-71.0% | $62,929-78.1% | $82,448-83.3% |
| Participation rate | 98.5% | 66.9%+31.6pp | 73.1%+25.4pp | 68.1%+30.4pp |
| Annual return | 9.31% | 20.34%-11.0pp | 1063.93%-1054.6pp | 41.64%-32.3pp |
| Employer contribution / active EE | $929 | $1,885-50.7% | $2,505-62.9% | $2,551-63.6% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,539 | $3,804-59.6% | $5,065-69.6% | $7,234-78.7% |