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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 | $45,722 | $127,387-64.1% | $115,038-60.3% | $125,389-63.5% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -14.30% | 31.28%-45.6pp | 26.14%-40.4pp | 282.24%-296.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,452 | $6,423+31.6% | $6,026+40.2% | $5,352+57.9% |
| Admin fee / account holder | $8,406 | $9,516-11.7% | $8,175+2.8% | $9,541-11.9% |