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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 | $158,236 | $160,070-1.1% | $147,117+7.6% | $145,897+8.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.97% | 98.69%-90.7pp | 420.54%-412.6pp | 552.29%-544.3pp |
| Employer contribution / active EE | $5,176 | $5,285-2.1% | $4,932+4.9% | $4,663+11.0% |
| Participant deferral / active EE | $18,265 | $8,419+116.9% | $8,065+126.5% | $6,689+173.1% |
| Admin fee / account holder | $217,022 | $15,035+1343.4% | $12,993+1570.3% | $13,390+1520.7% |