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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 | $209,401 | $82,678+153.3% | $125,391+67.0% | $68,490+205.7% |
| Participation rate | 83.9% | 75.1%+8.9pp | 82.4%+1.5pp | 67.9%+16.0pp |
| Annual return | -19.87% | -5.97%-13.9pp | 572.41%-592.3pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,618 | $6,111+57.4% | $7,448+29.1% | $4,028+138.8% |
| Admin fee / account holder | $9,949 | $6,277+58.5% | $10,009-0.6% | $5,403+84.1% |