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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 | $191,432 | $156,398+22.4% | $147,318+29.9% | $138,895+37.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 10.59% | 78.75%-68.2pp | 70.43%-59.8pp | 145.39%-134.8pp |
| Employer contribution / active EE | $592 | $4,853-87.8% | $4,593-87.1% | $4,194-85.9% |
| Participant deferral / active EE | $4,728 | $8,237-42.6% | $7,906-40.2% | $6,396-26.1% |
| Admin fee / account holder | $42,657 | $14,976+184.8% | $13,708+211.2% | $12,562+239.6% |