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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 | $123,001 | $209,336-41.2% | $197,124-37.6% | $137,256-10.4% |
| Participation rate | 84.2% | 87.3%-3.1pp | 86.7%-2.5pp | 80.0%+4.3pp |
| Annual return | 6.99% | 48.09%-41.1pp | 44.34%-37.4pp | 220.34%-213.4pp |
| Employer contribution / active EE | $711 | $6,591-89.2% | $6,227-88.6% | $4,156-82.9% |
| Participant deferral / active EE | $6,780 | $9,614-29.5% | $9,135-25.8% | $6,407+5.8% |
| Admin fee / account holder | $12,286 | $17,308-29.0% | $16,298-24.6% | $12,270+0.1% |