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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 | $93,014 | $94,529-1.6% | $140,019-33.6% | $64,181+44.9% |
| Participation rate | 95.4% | 84.1%+11.3pp | 87.5%+7.9pp | 69.6%+25.8pp |
| Annual return | -8.15% | 7.77%-15.9pp | 651.15%-659.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $15,342 | $5,250+192.2% | $6,927+121.5% | $3,470+342.2% |
| Admin fee / account holder | $4,853 | $6,741-28.0% | $10,705-54.7% | $4,887-0.7% |