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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 | $179,891 | $185,312-2.9% | $161,489+11.4% | $154,746+16.2% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 4.18% | 103.84%-99.7pp | 89.72%-85.5pp | 172.34%-168.2pp |
| Employer contribution / active EE | $885 | $4,769-81.4% | $4,268-79.3% | $4,379-79.8% |
| Participant deferral / active EE | $5,835 | $6,350-8.1% | $5,630+3.6% | $6,730-13.3% |
| Admin fee / account holder | $27,673 | $18,654+48.3% | $16,006+72.9% | $14,365+92.6% |