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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 | $152,381 | $157,276-3.1% | $141,177+7.9% | $152,885-0.3% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.5%-1.2pp |
| Annual return | 0.46% | 64.33%-63.9pp | 71.40%-70.9pp | 345.39%-344.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,204 | $7,110+1.3% | $6,710+7.4% | $5,851+23.1% |
| Admin fee / account holder | $4,134 | $12,123-65.9% | $10,263-59.7% | $11,598-64.4% |