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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 | $123,849 | $178,174-30.5% | $156,181-20.7% | $137,256-9.8% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.8%-6.1pp | 80.0%-7.2pp |
| Annual return | -0.89% | 84.19%-85.1pp | 64.87%-65.8pp | 220.34%-221.2pp |
| Employer contribution / active EE | $1,068 | $4,972-78.5% | $4,294-75.1% | $4,156-74.3% |
| Participant deferral / active EE | $2,173 | $6,888-68.4% | $6,132-64.6% | $6,407-66.1% |
| Admin fee / account holder | $1,745 | $17,404-90.0% | $14,586-88.0% | $12,270-85.8% |