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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 | $165,544 | $167,522-1.2% | $151,639+9.2% | $134,532+23.1% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -21.61% | 7.81%-29.4pp | 3.34%-24.9pp | 418.27%-439.9pp |
| Employer contribution / active EE | $1,234 | $6,828-81.9% | $6,165-80.0% | $4,741-74.0% |
| Participant deferral / active EE | $12,098 | $8,986+34.6% | $8,363+44.7% | $6,401+89.0% |
| Admin fee / account holder | $3,319 | $13,780-75.9% | $11,613-71.4% | $11,429-71.0% |