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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 | $204,913 | $27,924+633.8% | $58,544+250.0% | $75,181+172.6% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 0.49% | 44.20%-43.7pp | 4249.56%-4249.1pp | 160.69%-160.2pp |
| Employer contribution / active EE | $19,687 | $669+2842.1% | $1,053+1769.5% | $2,671+637.2% |
| Participant deferral / active EE | $4,116 | $1,202+242.5% | $1,923+114.0% | $4,126-0.2% |
| Admin fee / account holder | $4,889 | $1,726+183.2% | $2,520+94.0% | $5,650-13.5% |