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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 | $30,579 | $100,895-69.7% | $90,430-66.2% | $158,950-80.8% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 5.52% | 1725.54%-1720.0pp | 1293.73%-1288.2pp | 302.91%-297.4pp |
| Employer contribution / active EE | $1,677 | $3,689-54.5% | $3,262-48.6% | $4,762-64.8% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $16,228 | $6,505+149.5% | $5,613+189.1% | $11,248+44.3% |