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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 | $145,370 | $153,769-5.5% | $133,975+8.5% | $273,972-46.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.93% | 36.51%-34.6pp | 29.29%-27.4pp | 41.46%-39.5pp |
| Employer contribution / active EE | $1,120 | $6,029-81.4% | $5,211-78.5% | $4,869-77.0% |
| Participant deferral / active EE | $6,579 | $6,958-5.5% | $6,282+4.7% | $5,287+24.4% |
| Admin fee / account holder | $456 | $11,765-96.1% | $9,324-95.1% | $10,133-95.5% |