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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 | $213,785-23.3% | $185,441-11.5% | $155,188+5.7% |
| Participation rate | 88.9% | 83.2%+5.7pp | 80.3%+8.6pp | 80.8%+8.1pp |
| Annual return | 4.39% | 19.97%-15.6pp | 20.16%-15.8pp | 148.84%-144.5pp |
| Employer contribution / active EE | $683 | $5,393-87.3% | $4,672-85.4% | $4,248-83.9% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $179,959 | $21,134+751.5% | $17,890+905.9% | $14,480+1142.8% |