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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 | $24,498 | $60,128-59.3% | $90,440-72.9% | $79,852-69.3% |
| Participation rate | 98.2% | 65.0%+33.2pp | 72.7%+25.5pp | 69.6%+28.5pp |
| Annual return | 8.86% | 71.95%-63.1pp | 1294.38%-1285.5pp | 31.72%-22.9pp |
| Employer contribution / active EE | $2,014 | $2,068-2.6% | $3,263-38.3% | $2,471-18.5% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,644 | $3,977-58.7% | $5,615-70.7% | $5,306-69.0% |