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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 | $246,985 | $167,533+47.4% | $151,645+62.9% | $134,545+83.6% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.5%-0.8pp | 81.2%+5.4pp |
| Annual return | -24.24% | 7.81%-32.1pp | 3.34%-27.6pp | 418.37%-442.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,470 | $8,985-50.2% | $8,363-46.5% | $6,401-30.2% |
| Admin fee / account holder | $14,127 | $13,781+2.5% | $11,614+21.6% | $11,431+23.6% |