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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 | $94,538 | $162,136-41.7% | $152,301-37.9% | $154,746-38.9% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | -11.00% | 91.02%-102.0pp | 80.50%-91.5pp | 172.34%-183.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,308 | $8,341-12.4% | $8,004-8.7% | $6,730+8.6% |
| Admin fee / account holder | $17,261 | $15,759+9.5% | $14,398+19.9% | $14,365+20.2% |