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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 | $144,908 | $201,372-28.0% | $184,260-21.4% | $145,884-0.7% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 2.35% | 29.04%-26.7pp | 28.84%-26.5pp | 551.85%-549.5pp |
| Employer contribution / active EE | $2,577 | $7,024-63.3% | $6,427-59.9% | $4,662-44.7% |
| Participant deferral / active EE | $8,589 | $9,808-12.4% | $9,133-6.0% | $6,690+28.4% |
| Admin fee / account holder | $383 | $16,362-97.7% | $13,898-97.2% | $13,392-97.1% |