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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 | $152,615 | $175,257-12.9% | $149,717+1.9% | $139,456+9.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 9.79% | 166.70%-156.9pp | 134.41%-124.6pp | 373.45%-363.7pp |
| Employer contribution / active EE | $241 | $5,477-95.6% | $4,820-95.0% | $4,753-94.9% |
| Participant deferral / active EE | $2,204 | $6,521-66.2% | $5,682-61.2% | $6,711-67.2% |
| Admin fee / account holder | $17,828 | $16,156+10.4% | $13,213+34.9% | $11,407+56.3% |