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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 | $188,652 | $178,174+5.9% | $156,181+20.8% | $137,256+37.4% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.8%+3.0pp | 80.0%+1.9pp |
| Annual return | 9.32% | 84.19%-74.9pp | 64.87%-55.6pp | 220.34%-211.0pp |
| Employer contribution / active EE | $229 | $4,972-95.4% | $4,294-94.7% | $4,156-94.5% |
| Participant deferral / active EE | $2,292 | $6,888-66.7% | $6,132-62.6% | $6,407-64.2% |
| Admin fee / account holder | $16,989 | $17,404-2.4% | $14,586+16.5% | $12,270+38.5% |