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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 | $196,487 | $165,351+18.8% | $149,710+31.2% | $158,931+23.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.02% | 348.19%-343.2pp | 276.63%-271.6pp | 302.86%-297.8pp |
| Employer contribution / active EE | $527 | $5,103-89.7% | $4,645-88.7% | $4,761-88.9% |
| Participant deferral / active EE | $4,483 | $7,181-37.6% | $6,842-34.5% | $5,982-25.1% |
| Admin fee / account holder | $8,567 | $10,807-20.7% | $9,309-8.0% | $11,247-23.8% |