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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 | $51,275 | $37,156+38.0% | $83,854-38.9% | $86,983-41.1% |
| Participation rate | 98.1% | 49.1%+49.1pp | 59.1%+39.0pp | 69.5%+28.6pp |
| Annual return | 8.05% | 29.88%-21.8pp | 31.39%-23.3pp | 25.83%-17.8pp |
| Employer contribution / active EE | $1,811 | $661+174.1% | $1,017+78.1% | $2,584-29.9% |
| Participant deferral / active EE | $0 | $1,418-100.0% | $2,035-100.0% | $4,194-100.0% |
| Admin fee / account holder | $19,234 | $2,510+666.4% | $3,197+501.7% | $7,856+144.8% |