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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 | $237,029 | $160,070+48.1% | $147,117+61.1% | $145,897+62.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 9.01% | 98.69%-89.7pp | 420.54%-411.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $4,831 | $5,285-8.6% | $4,932-2.1% | $4,663+3.6% |
| Participant deferral / active EE | $10,679 | $8,419+26.8% | $8,065+32.4% | $6,689+59.6% |
| Admin fee / account holder | $340,762 | $15,035+2166.4% | $12,993+2522.7% | $13,390+2444.8% |