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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 | $137,206 | $148,623-7.7% | $135,974+0.9% | $139,466-1.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 10.48% | 79.30%-68.8pp | 68.30%-57.8pp | 373.66%-363.2pp |
| Employer contribution / active EE | $18 | $5,246-99.7% | $4,859-99.6% | $4,754-99.6% |
| Participant deferral / active EE | $5,925 | $8,103-26.9% | $7,760-23.6% | $6,712-11.7% |
| Admin fee / account holder | $4,336 | $12,406-65.1% | $10,767-59.7% | $11,409-62.0% |