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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 | $148,940 | $156,398-4.8% | $147,318+1.1% | $138,895+7.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 11.77% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.6pp |
| Employer contribution / active EE | $365 | $4,853-92.5% | $4,593-92.1% | $4,194-91.3% |
| Participant deferral / active EE | $9,396 | $8,237+14.1% | $7,906+18.8% | $6,396+46.9% |
| Admin fee / account holder | $112,416 | $14,976+650.7% | $13,708+720.1% | $12,562+794.9% |