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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 | $116,815 | $114,119+2.4% | $107,187+9.0% | $138,895-15.9% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 79.9%+11.0pp |
| Annual return | 9.70% | 273.21%-263.5pp | 204.55%-194.8pp | 145.39%-135.7pp |
| Employer contribution / active EE | $369 | $4,059-90.9% | $3,782-90.2% | $4,194-91.2% |
| Participant deferral / active EE | $9,437 | $5,538+70.4% | $5,096+85.2% | $6,396+47.5% |
| Admin fee / account holder | $2,458 | $10,024-75.5% | $9,162-73.2% | $12,562-80.4% |