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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 | $147,257 | $185,312-20.5% | $161,489-8.8% | $154,746-4.8% |
| Participation rate | 84.6% | 82.5%+2.2pp | 78.7%+5.9pp | 80.7%+3.9pp |
| Annual return | 8.82% | 103.84%-95.0pp | 89.72%-80.9pp | 172.34%-163.5pp |
| Employer contribution / active EE | $836 | $4,769-82.5% | $4,268-80.4% | $4,379-80.9% |
| Participant deferral / active EE | $6,659 | $6,350+4.9% | $5,630+18.3% | $6,730-1.1% |
| Admin fee / account holder | $659 | $18,654-96.5% | $16,006-95.9% | $14,365-95.4% |