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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 | $242,575 | $72,177+236.1% | $115,038+110.9% | $59,633+306.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -3.39% | 12.02%-15.4pp | 26.14%-29.5pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $10,486 | $2,841+269.1% | $4,608+127.6% | $2,203+376.1% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $48,255 | $4,927+879.4% | $8,175+490.3% | $4,297+1023.0% |