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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 | $26,788 | $209,336-87.2% | $197,124-86.4% | $137,256-80.5% |
| Participation rate | 86.7% | 87.3%-0.6pp | 86.7%0pp | 80.0%+6.7pp |
| Annual return | 11.41% | 48.09%-36.7pp | 44.34%-32.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,572 | $6,591-61.0% | $6,227-58.7% | $4,156-38.1% |
| Participant deferral / active EE | $5,186 | $9,614-46.1% | $9,135-43.2% | $6,407-19.1% |
| Admin fee / account holder | $7,523 | $17,308-56.5% | $16,298-53.8% | $12,270-38.7% |