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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 | $158,935 | $153,769+3.4% | $133,975+18.6% | $273,972-42.0% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.1%-17.1pp | 83.0%-13.0pp |
| Annual return | -4.60% | 36.51%-41.1pp | 29.29%-33.9pp | 41.46%-46.1pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,181 | $6,958+3.2% | $6,282+14.3% | $5,287+35.8% |
| Admin fee / account holder | $3,656 | $11,765-68.9% | $9,324-60.8% | $10,133-63.9% |