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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 | $175,570 | $202,342-13.2% | $172,753+1.6% | $152,909+14.8% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 1.57% | 1029.88%-1028.3pp | 803.00%-801.4pp | 345.46%-343.9pp |
| Employer contribution / active EE | $851 | $5,857-85.5% | $5,144-83.5% | $4,764-82.1% |
| Participant deferral / active EE | $7,136 | $5,948+20.0% | $5,198+37.3% | $5,851+22.0% |
| Admin fee / account holder | $11,295 | $17,112-34.0% | $13,956-19.1% | $11,601-2.6% |