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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 | $234,290 | $159,978+46.5% | $147,041+59.3% | $145,978+60.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 8.04% | 98.36%-90.3pp | 419.21%-411.2pp | 550.52%-542.5pp |
| Employer contribution / active EE | $2,997 | $5,288-43.3% | $4,935-39.3% | $4,662-35.7% |
| Participant deferral / active EE | $13,108 | $8,429+55.5% | $8,071+62.4% | $6,690+95.9% |
| Admin fee / account holder | $198,476 | $15,053+1218.5% | $13,006+1426.0% | $13,400+1381.1% |