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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 | $142,419 | $135,956+4.8% | $123,894+15.0% | $273,972-48.0% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 3.40% | 56.63%-53.2pp | 47.52%-44.1pp | 41.46%-38.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,219 | $6,343+45.3% | $5,984+54.0% | $5,287+74.4% |
| Admin fee / account holder | $16,280 | $9,817+65.8% | $8,357+94.8% | $10,133+60.7% |