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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 | $168,505 | $82,678+103.8% | $125,391+34.4% | $68,490+146.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -22.18% | -5.97%-16.2pp | 572.41%-594.6pp | -7.85%-14.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $14,336 | $6,111+134.6% | $7,448+92.5% | $4,028+255.9% |
| Admin fee / account holder | $4,383 | $6,277-30.2% | $10,009-56.2% | $5,403-18.9% |