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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 | $83,771 | $77,638+7.9% | $156,551-46.5% | $62,881+33.2% |
| Participation rate | 83.3% | 71.2%+12.1pp | 84.0%-0.7pp | 69.3%+14.0pp |
| Annual return | -0.36% | 50.33%-50.7pp | 32.23%-32.6pp | 20.14%-20.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,850 | $3,046-6.4% | $4,871-41.5% | $3,203-11.0% |
| Admin fee / account holder | $4,751 | $5,561-14.6% | $13,028-63.5% | $4,296+10.6% |