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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 | $227,761 | $162,136+40.5% | $152,301+49.5% | $154,746+47.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 5.61% | 91.02%-85.4pp | 80.50%-74.9pp | 172.34%-166.7pp |
| Employer contribution / active EE | $589 | $4,890-88.0% | $4,624-87.3% | $4,379-86.6% |
| Participant deferral / active EE | $8,536 | $8,341+2.3% | $8,004+6.7% | $6,730+26.8% |
| Admin fee / account holder | $15,895 | $15,759+0.9% | $14,398+10.4% | $14,365+10.6% |