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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 | $156,398+45.6% | $147,318+54.6% | $138,895+64.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 5.61% | 78.75%-73.1pp | 70.43%-64.8pp | 145.39%-139.8pp |
| Employer contribution / active EE | $589 | $4,853-87.9% | $4,593-87.2% | $4,194-86.0% |
| Participant deferral / active EE | $8,536 | $8,237+3.6% | $7,906+8.0% | $6,396+33.5% |
| Admin fee / account holder | $15,895 | $14,976+6.1% | $13,708+16.0% | $12,562+26.5% |