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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 | $181,904 | $81,870+122.2% | $119,608+52.1% | $68,495+165.6% |
| Participation rate | 92.7% | 71.9%+20.8pp | 79.3%+13.4pp | 67.9%+24.8pp |
| Annual return | -22.40% | -23.82%+1.4pp | -14.98%-7.4pp | -7.84%-14.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,392 | $4,148+102.3% | $5,601+49.8% | $4,028+108.4% |
| Admin fee / account holder | $1,658 | $6,583-74.8% | $10,326-83.9% | $5,403-69.3% |