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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 | $110,727 | $82,678+33.9% | $125,391-11.7% | $68,490+61.7% |
| Participation rate | 88.5% | 75.1%+13.5pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -26.30% | -5.97%-20.3pp | 572.41%-598.7pp | -7.85%-18.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $16,856 | $6,111+175.8% | $7,448+126.3% | $4,028+318.5% |
| Admin fee / account holder | $3,633 | $6,277-42.1% | $10,009-63.7% | $5,403-32.8% |