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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 | $136,270 | $183,516-25.7% | $155,534-12.4% | $145,884-6.6% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 5.40% | 61.43%-56.0pp | 64.92%-59.5pp | 551.85%-546.4pp |
| Employer contribution / active EE | $762 | $5,315-85.7% | $4,675-83.7% | $4,662-83.7% |
| Participant deferral / active EE | $2,524 | $6,467-61.0% | $5,630-55.2% | $6,690-62.3% |
| Admin fee / account holder | $2,142 | $19,293-88.9% | $15,900-86.5% | $13,392-84.0% |