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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 | $143,298 | $113,941+25.8% | $94,228+52.1% | $125,388+14.3% |
| Participation rate | 77.8% | 82.9%-5.1pp | 78.8%-1.0pp | 83.2%-5.4pp |
| Annual return | -5.21% | 5.29%-10.5pp | 10.68%-15.9pp | 282.24%-287.5pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,954 | $5,179-62.3% | $4,320-54.8% | $5,352-63.5% |
| Admin fee / account holder | $9,423 | $8,392+12.3% | $6,269+50.3% | $9,541-1.2% |