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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 | $185,489 | $155,555+19.2% | $146,866+26.3% | $155,188+19.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 8.79% | 115.41%-106.6pp | 102.85%-94.1pp | 148.84%-140.0pp |
| Employer contribution / active EE | $740 | $4,647-84.1% | $4,425-83.3% | $4,248-82.6% |
| Participant deferral / active EE | $13,150 | $8,044+63.5% | $7,759+69.5% | $6,531+101.3% |
| Admin fee / account holder | $1,694 | $14,755-88.5% | $13,620-87.6% | $14,480-88.3% |