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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 | $148,772 | $157,304-5.4% | $141,197+5.4% | $152,909-2.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 12.48% | 64.34%-51.9pp | 71.41%-58.9pp | 345.46%-333.0pp |
| Employer contribution / active EE | $499 | $5,263-90.5% | $4,736-89.5% | $4,764-89.5% |
| Participant deferral / active EE | $2,817 | $7,111-60.4% | $6,710-58.0% | $5,851-51.9% |
| Admin fee / account holder | $4,326 | $12,126-64.3% | $10,265-57.9% | $11,601-62.7% |