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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 | $154,228-38.7% | $145,433-35.0% | $137,256-31.1% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | -11.00% | 74.59%-85.6pp | 66.58%-77.6pp | 220.34%-231.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,308 | $8,216-11.1% | $7,897-7.5% | $6,407+14.1% |
| Admin fee / account holder | $17,261 | $14,344+20.3% | $13,129+31.5% | $12,270+40.7% |