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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 | $211,334 | $133,981+57.7% | $112,249+88.3% | $134,532+57.1% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | -21.76% | 47.16%-68.9pp | 27.48%-49.2pp | 418.27%-440.0pp |
| Employer contribution / active EE | $92 | $4,040-97.7% | $3,636-97.5% | $4,741-98.1% |
| Participant deferral / active EE | $4,240 | $5,292-19.9% | $4,729-10.3% | $6,401-33.8% |
| Admin fee / account holder | $10,336 | $7,492+38.0% | $6,412+61.2% | $11,429-9.6% |