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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 | $11,286 | $169,356-93.3% | $129,406-91.3% | $145,897-92.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 0.23% | 14418.62%-14418.4pp | 9468.18%-9468.0pp | 552.29%-552.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,150 | $4,987-76.9% | $4,167-72.4% | $6,689-82.8% |
| Admin fee / account holder | $606,067 | $9,915+6012.5% | $7,689+7782.5% | $13,390+4426.1% |