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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 | $168,110 | $124,425+35.1% | $112,040+50.0% | $137,256+22.5% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 4.03% | 24.72%-20.7pp | 24.52%-20.5pp | 220.34%-216.3pp |
| Employer contribution / active EE | $1,276 | $3,411-62.6% | $2,954-56.8% | $4,156-69.3% |
| Participant deferral / active EE | $7,219 | $5,718+26.2% | $5,098+41.6% | $6,407+12.7% |
| Admin fee / account holder | $8,549 | $15,207-43.8% | $12,098-29.3% | $12,270-30.3% |