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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 | $176,476 | $81,870+115.6% | $119,634+47.5% | $68,490+157.7% |
| Participation rate | 85.4% | 71.9%+13.5pp | 79.3%+6.1pp | 67.9%+17.5pp |
| Annual return | -18.85% | -23.82%+5.0pp | -14.98%-3.9pp | -7.85%-11.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,097 | $4,148+95.2% | $5,601+44.6% | $4,028+101.0% |
| Admin fee / account holder | $21,525 | $6,583+227.0% | $10,329+108.4% | $5,403+298.4% |