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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 | $236,072 | $159,978+47.6% | $147,041+60.5% | $145,978+61.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.54% | 98.36%-88.8pp | 419.21%-409.7pp | 550.52%-541.0pp |
| Employer contribution / active EE | $2,691 | $5,288-49.1% | $4,935-45.5% | $4,662-42.3% |
| Participant deferral / active EE | $8,735 | $8,429+3.6% | $8,071+8.2% | $6,690+30.6% |
| Admin fee / account holder | $1,558 | $15,053-89.6% | $13,006-88.0% | $13,400-88.4% |