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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 | $211,405 | $76,522+176.3% | $56,033+277.3% | $145,884+44.9% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 5.16% | 3014.28%-3009.1pp | 1711.38%-1706.2pp | 551.85%-546.7pp |
| Employer contribution / active EE | $799 | $1,382-42.2% | $1,041-23.3% | $4,662-82.9% |
| Participant deferral / active EE | $8,155 | $2,624+210.8% | $1,954+317.3% | $6,690+21.9% |
| Admin fee / account holder | $143,583 | $3,328+4214.0% | $2,827+4978.9% | $13,392+972.2% |