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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 | $141,253 | $135,956+3.9% | $123,894+14.0% | $273,972-48.4% |
| Participation rate | 84.2% | 84.1%+0.1pp | 81.4%+2.8pp | 83.0%+1.2pp |
| Annual return | 0.23% | 56.63%-56.4pp | 47.52%-47.3pp | 41.46%-41.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,320 | $6,343-31.9% | $5,984-27.8% | $5,287-18.3% |
| Admin fee / account holder | $15,957 | $9,817+62.5% | $8,357+90.9% | $10,133+57.5% |