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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 | $113,172 | $54,355+108.2% | $82,744+36.8% | $68,486+65.2% |
| Participation rate | 96.3% | 63.9%+32.4pp | 72.6%+23.7pp | 67.9%+28.4pp |
| Annual return | -21.43% | -13.67%-7.8pp | 702.22%-723.6pp | -7.85%-13.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,224 | $3,246+153.3% | $4,395+87.1% | $4,028+104.2% |
| Admin fee / account holder | $4,578 | $4,397+4.1% | $5,325-14.0% | $5,404-15.3% |