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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 | $169,518 | $182,442-7.1% | $163,379+3.8% | $138,895+22.0% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.8%+3.2pp | 79.9%+0.1pp |
| Annual return | 6.70% | 72.74%-66.0pp | 63.41%-56.7pp | 145.39%-138.7pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,212 | $6,817-52.9% | $6,282-48.9% | $6,396-49.8% |
| Admin fee / account holder | $110,059 | $10,396+958.7% | $9,818+1021.0% | $12,562+776.1% |