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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 | $147,386 | $181,896-19.0% | $156,551-5.9% | $273,972-46.2% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | -3.60% | 30.74%-34.3pp | 32.23%-35.8pp | 41.46%-45.1pp |
| Employer contribution / active EE | $885 | $6,248-85.8% | $5,501-83.9% | $4,869-81.8% |
| Participant deferral / active EE | $6,710 | $5,550+20.9% | $4,871+37.7% | $5,287+26.9% |
| Admin fee / account holder | $1,110 | $15,560-92.9% | $13,028-91.5% | $10,133-89.0% |