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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $127,489 | $156,398-18.5% | $147,318-13.5% | $138,895-8.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 11.25% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.1pp |
| Employer contribution / active EE | $593 | $4,853-87.8% | $4,593-87.1% | $4,194-85.9% |
| Participant deferral / active EE | $4,845 | $8,237-41.2% | $7,906-38.7% | $6,396-24.3% |
| Admin fee / account holder | $2,064 | $14,976-86.2% | $13,708-84.9% | $12,562-83.6% |