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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 | $174,379-33.6% | $152,093-23.9% | $138,895-16.7% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 6.61% | 74.86%-68.2pp | 66.36%-59.7pp | 145.39%-138.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,489 | $6,159+21.6% | $5,451+37.4% | $6,396+17.1% |
| Admin fee / account holder | $451 | $16,880-97.3% | $14,497-96.9% | $12,562-96.4% |