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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 | $122,059 | $113,941+7.1% | $94,229+29.5% | $125,389-2.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -6.13% | 5.29%-11.4pp | 10.68%-16.8pp | 282.24%-288.4pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,788 | $5,179-7.6% | $4,320+10.8% | $5,352-10.5% |
| Admin fee / account holder | $1,302 | $8,392-84.5% | $6,269-79.2% | $9,541-86.3% |