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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 | $192,577 | $217,432-11.4% | $185,849+3.6% | $167,536+14.9% |
| Participation rate | 71.4% | 86.1%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 5.52% | 148.42%-142.9pp | 122.10%-116.6pp | 478.82%-473.3pp |
| Employer contribution / active EE | $853 | $5,875-85.5% | $5,169-83.5% | $4,839-82.4% |
| Participant deferral / active EE | $5,707 | $6,357-10.2% | $5,569+2.5% | $6,342-10.0% |
| Admin fee / account holder | $2,455 | $19,818-87.6% | $16,244-84.9% | $12,315-80.1% |