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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 | $146,483 | $209,336-30.0% | $197,124-25.7% | $137,256+6.7% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 7.63% | 48.09%-40.5pp | 44.34%-36.7pp | 220.34%-212.7pp |
| Employer contribution / active EE | $868 | $6,591-86.8% | $6,227-86.1% | $4,156-79.1% |
| Participant deferral / active EE | $3,754 | $9,614-61.0% | $9,135-58.9% | $6,407-41.4% |
| Admin fee / account holder | $31,131 | $17,308+79.9% | $16,298+91.0% | $12,270+153.7% |