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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 | $164,034 | $199,109-17.6% | $173,730-5.6% | $154,746+6.0% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.6%+9.3pp | 80.7%+8.2pp |
| Annual return | 4.39% | 20.02%-15.6pp | 19.96%-15.6pp | 172.34%-167.9pp |
| Employer contribution / active EE | $683 | $5,311-87.1% | $4,577-85.1% | $4,379-84.4% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $179,959 | $20,916+760.4% | $17,523+927.0% | $14,365+1152.7% |