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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 | $167,279 | $135,956+23.0% | $123,894+35.0% | $273,972-38.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | -1.68% | 56.63%-58.3pp | 47.52%-49.2pp | 41.46%-43.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,644 | $6,343+20.5% | $5,984+27.7% | $5,287+44.6% |
| Admin fee / account holder | $26,492 | $9,817+169.8% | $8,357+217.0% | $10,133+161.5% |