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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 | $166,859 | $156,398+6.7% | $147,318+13.3% | $138,895+20.1% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 11.05% | 78.75%-67.7pp | 70.43%-59.4pp | 145.39%-134.3pp |
| Employer contribution / active EE | $872 | $4,853-82.0% | $4,593-81.0% | $4,194-79.2% |
| Participant deferral / active EE | $4,741 | $8,237-42.4% | $7,906-40.0% | $6,396-25.9% |
| Admin fee / account holder | $13,296 | $14,976-11.2% | $13,708-3.0% | $12,562+5.8% |