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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 | $82,019 | $178,174-54.0% | $156,181-47.5% | $137,256-40.2% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 9.86% | 84.19%-74.3pp | 64.87%-55.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $815 | $4,972-83.6% | $4,294-81.0% | $4,156-80.4% |
| Participant deferral / active EE | $8,152 | $6,888+18.4% | $6,132+32.9% | $6,407+27.2% |
| Admin fee / account holder | $14,656 | $17,404-15.8% | $14,586+0.5% | $12,270+19.4% |