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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 | $201,259-28.0% | $184,200-21.3% | $145,959-0.7% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 2.35% | 28.98%-26.6pp | 28.80%-26.4pp | 561.95%-559.6pp |
| Employer contribution / active EE | $2,577 | $7,018-63.3% | $6,424-59.9% | $4,661-44.7% |
| Participant deferral / active EE | $8,589 | $9,806-12.4% | $9,132-6.0% | $6,689+28.4% |
| Admin fee / account holder | $383 | $16,372-97.7% | $13,907-97.2% | $13,398-97.1% |