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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 | $144,452 | $81,870+76.4% | $119,634+20.7% | $68,490+110.9% |
| Participation rate | 79.7% | 71.9%+7.8pp | 79.3%+0.4pp | 67.9%+11.8pp |
| Annual return | -21.78% | -23.82%+2.0pp | -14.98%-6.8pp | -7.85%-13.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,825 | $4,148+40.4% | $5,601+4.0% | $4,028+44.6% |
| Admin fee / account holder | $20,568 | $6,583+212.4% | $10,329+99.1% | $5,403+280.7% |