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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 | $103,698 | $82,028+26.4% | $123,105-15.8% | $59,633+73.9% |
| Participation rate | 84.1% | 83.2%+0.9pp | 86.8%-2.7pp | 68.7%+15.5pp |
| Annual return | -2.70% | 5.12%-7.8pp | 13.22%-15.9pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,519 | $4,667+104.0% | $6,229+52.8% | $3,192+198.2% |
| Admin fee / account holder | $4,890 | $5,879-16.8% | $9,014-45.8% | $4,297+13.8% |