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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 | $111,375 | $94,529+17.8% | $140,019-20.5% | $64,173+73.6% |
| Participation rate | 78.7% | 84.1%-5.4pp | 87.5%-8.8pp | 69.6%+9.1pp |
| Annual return | -8.23% | 7.77%-16.0pp | 651.17%-659.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,976 | $5,250+128.1% | $6,927+72.9% | $3,470+245.2% |
| Admin fee / account holder | $2,353 | $6,741-65.1% | $10,705-78.0% | $4,887-51.9% |