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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 | $25,879 | $180,749-85.7% | $160,784-83.9% | $137,256-81.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 0.07% | 2234.46%-2234.4pp | 1803.92%-1803.9pp | 220.34%-220.3pp |
| Employer contribution / active EE | $812 | $4,155-80.5% | $3,733-78.2% | $4,156-80.5% |
| Participant deferral / active EE | $25,000 | $6,844+265.3% | $6,293+297.3% | $6,407+290.2% |
| Admin fee / account holder | $26,146 | $10,397+151.5% | $9,717+169.1% | $12,270+113.1% |