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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 | $156,758 | $153,769+1.9% | $133,975+17.0% | $273,972-42.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.96% | 36.51%-34.5pp | 29.29%-27.3pp | 41.46%-39.5pp |
| Employer contribution / active EE | $980 | $6,029-83.8% | $5,211-81.2% | $4,869-79.9% |
| Participant deferral / active EE | $6,421 | $6,958-7.7% | $6,282+2.2% | $5,287+21.4% |
| Admin fee / account holder | $550 | $11,765-95.3% | $9,324-94.1% | $10,133-94.6% |