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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 | $122,133 | $107,809+13.3% | $90,657+34.7% | $135,380-9.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -20.62% | -0.90%-19.7pp | 1.89%-22.5pp | 519.81%-540.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,600 | $3,872-32.8% | $3,424-24.1% | $5,609-53.6% |
| Admin fee / account holder | $4,047 | $5,931-31.8% | $4,994-19.0% | $10,828-62.6% |