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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 | $115,720 | $181,062-36.1% | $158,223-26.9% | $155,188-25.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 6.61% | 57.39%-50.8pp | 52.09%-45.5pp | 148.84%-142.2pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,489 | $6,134+22.1% | $5,467+37.0% | $6,531+14.7% |
| Admin fee / account holder | $451 | $18,825-97.6% | $16,047-97.2% | $14,480-96.9% |