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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 | $163,907 | $176,120-6.9% | $159,487+2.8% | $167,553-2.2% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 8.44% | 331.95%-323.5pp | 263.71%-255.3pp | 478.89%-470.4pp |
| Employer contribution / active EE | $445 | $5,299-91.6% | $4,831-90.8% | $4,840-90.8% |
| Participant deferral / active EE | $5,640 | $7,752-27.2% | $7,354-23.3% | $6,343-11.1% |
| Admin fee / account holder | $8,250 | $12,561-34.3% | $10,804-23.6% | $12,316-33.0% |