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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 | $137,858 | $185,830-25.8% | $170,004-18.9% | $139,427-1.1% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 7.42% | 60.52%-53.1pp | 53.39%-46.0pp | 373.27%-365.9pp |
| Employer contribution / active EE | $1,285 | $7,591-83.1% | $6,786-81.1% | $4,752-73.0% |
| Participant deferral / active EE | $3,474 | $11,622-70.1% | $10,408-66.6% | $6,711-48.2% |
| Admin fee / account holder | $5,091 | $15,381-66.9% | $12,816-60.3% | $11,404-55.4% |