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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 | $158,708 | $197,625-19.7% | $177,840-10.8% | $158,966-0.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.17% | 58.76%-54.6pp | 48.32%-44.2pp | 302.95%-298.8pp |
| Employer contribution / active EE | $399 | $6,698-94.0% | $5,919-93.3% | $4,762-91.6% |
| Participant deferral / active EE | $14,627 | $8,405+74.0% | $7,714+89.6% | $5,983+144.5% |
| Admin fee / account holder | $1,262 | $15,405-91.8% | $12,431-89.8% | $11,250-88.8% |