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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 | $221,283 | $104,520+111.7% | $76,823+188.0% | $152,885+44.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 0.30% | 1014.03%-1013.7pp | 1166.42%-1166.1pp | 345.39%-345.1pp |
| Employer contribution / active EE | $12,253 | $3,117+293.1% | $2,302+432.2% | $4,763+157.2% |
| Participant deferral / active EE | $2,450 | $4,236-42.2% | $3,336-26.5% | $5,851-58.1% |
| Admin fee / account holder | $44,112 | $12,283+259.1% | $6,422+586.9% | $11,598+280.3% |