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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 | $33,915 | $165,361-79.5% | $149,715-77.3% | $158,950-78.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.02% | 348.24%-348.2pp | 276.66%-276.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $20,284 | $5,103+297.5% | $4,645+336.7% | $4,762+326.0% |
| Participant deferral / active EE | $13,000 | $7,182+81.0% | $6,842+90.0% | $5,983+117.3% |
| Admin fee / account holder | $33,719 | $10,808+212.0% | $9,310+262.2% | $11,248+199.8% |