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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 | $142,850 | $154,228-7.4% | $145,433-1.8% | $137,256+4.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.00% | 74.59%-64.6pp | 66.58%-56.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $494 | $4,804-89.7% | $4,554-89.2% | $4,156-88.1% |
| Participant deferral / active EE | $4,053 | $8,216-50.7% | $7,897-48.7% | $6,407-36.7% |
| Admin fee / account holder | $1,010 | $14,344-93.0% | $13,129-92.3% | $12,270-91.8% |