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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 | $100,911-69.7% | $90,440-66.2% | $158,966-80.8% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 5.52% | 1726.62%-1721.1pp | 1294.38%-1288.9pp | 302.95%-297.4pp |
| Employer contribution / active EE | $1,677 | $3,690-54.5% | $3,263-48.6% | $4,762-64.8% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $16,228 | $6,507+149.4% | $5,615+189.0% | $11,250+44.2% |