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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 | $198,301 | $127,387+55.7% | $115,038+72.4% | $125,389+58.1% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -4.09% | 31.28%-35.4pp | 26.14%-30.2pp | 282.24%-286.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,625 | $6,423+3.1% | $6,026+9.9% | $5,352+23.8% |
| Admin fee / account holder | $61,760 | $9,516+549.0% | $8,175+655.5% | $9,541+547.3% |