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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 | $183,592-25.8% | $155,574-12.4% | $145,877-6.6% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 5.40% | 61.37%-56.0pp | 64.87%-59.5pp | 551.28%-545.9pp |
| Employer contribution / active EE | $762 | $5,317-85.7% | $4,676-83.7% | $4,663-83.7% |
| Participant deferral / active EE | $2,524 | $6,466-61.0% | $5,629-55.2% | $6,691-62.3% |
| Admin fee / account holder | $2,142 | $19,316-88.9% | $15,914-86.5% | $13,402-84.0% |