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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 | $57,640 | $106,749-46.0% | $145,433-60.4% | $82,448-30.1% |
| Participation rate | 75.6% | 75.6%0pp | 82.1%-6.5pp | 68.1%+7.5pp |
| Annual return | 11.16% | 27.59%-16.4pp | 66.58%-55.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $2,180 | $3,444-36.7% | $4,554-52.1% | $2,551-14.6% |
| Participant deferral / active EE | $5,292 | $6,519-18.8% | $7,897-33.0% | $4,139+27.8% |
| Admin fee / account holder | $11,163 | $8,390+33.0% | $13,129-15.0% | $7,234+54.3% |