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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 | $124,280 | $185,905-33.1% | $170,057-26.9% | $139,487-10.9% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 10.72% | 60.56%-49.8pp | 53.42%-42.7pp | 373.84%-363.1pp |
| Employer contribution / active EE | $1,037 | $7,597-86.4% | $6,790-84.7% | $4,755-78.2% |
| Participant deferral / active EE | $12,039 | $11,627+3.5% | $10,411+15.6% | $6,713+79.3% |
| Admin fee / account holder | $1,850 | $15,397-88.0% | $12,826-85.6% | $11,407-83.8% |