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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 | $77,478 | $135,956-43.0% | $123,894-37.5% | $273,972-71.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | -6.36% | 56.63%-63.0pp | 47.52%-53.9pp | 41.46%-47.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,371 | $6,343-62.6% | $5,984-60.4% | $5,287-55.2% |
| Admin fee / account holder | $9,661 | $9,817-1.6% | $8,357+15.6% | $10,133-4.7% |