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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 | $109,485 | $123,793-11.6% | $177,848-38.4% | $79,856+37.1% |
| Participation rate | 85.7% | 84.7%+1.1pp | 87.7%-2.0pp | 69.6%+16.1pp |
| Annual return | -1.17% | 22.82%-24.0pp | 48.33%-49.5pp | 31.71%-32.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,518 | $5,956+127.0% | $7,714+75.3% | $3,741+261.4% |
| Admin fee / account holder | $27,807 | $7,243+283.9% | $12,431+123.7% | $5,306+424.0% |