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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 | $214,246 | $152,542+40.4% | $117,498+82.3% | $134,509+59.3% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -22.01% | 53.02%-75.0pp | 29.75%-51.8pp | 418.13%-440.1pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,758 | $4,819+81.7% | $4,071+115.1% | $6,400+36.8% |
| Admin fee / account holder | $24,422 | $7,006+248.6% | $5,646+332.5% | $11,427+113.7% |