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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 | $134,618 | $167,504-19.6% | $151,628-11.2% | $134,509+0.1% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -21.34% | 7.81%-29.1pp | 3.34%-24.7pp | 418.13%-439.5pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,153 | $8,985+24.1% | $8,363+33.4% | $6,400+74.3% |
| Admin fee / account holder | $1,347 | $13,779-90.2% | $11,613-88.4% | $11,427-88.2% |