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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 | $16,820 | $48,284-65.2% | $67,524-75.1% | $80,911-79.2% |
| Participation rate | 97.8% | 66.4%+31.4pp | 72.9%+24.9pp | 67.6%+30.1pp |
| Annual return | -0.20% | 18.27%-18.5pp | 3519.41%-3519.6pp | 35.63%-35.8pp |
| Employer contribution / active EE | $2,557 | $2,021+26.5% | $2,734-6.5% | $2,756-7.2% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,001-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,599 | $3,688-56.7% | $4,001-60.0% | $6,935-76.9% |