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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 | $68,941 | $135,956-49.3% | $123,894-44.4% | $273,972-74.8% |
| Participation rate | 86.4% | 84.1%+2.3pp | 81.4%+5.0pp | 83.0%+3.3pp |
| Annual return | -0.81% | 56.63%-57.4pp | 47.52%-48.3pp | 41.46%-42.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,580 | $6,343-27.8% | $5,984-23.5% | $5,287-13.4% |
| Admin fee / account holder | $4,841 | $9,817-50.7% | $8,357-42.1% | $10,133-52.2% |