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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 | $122,246 | $82,028+49.0% | $123,105-0.7% | $59,633+105.0% |
| Participation rate | 76.3% | 83.2%-7.0pp | 86.8%-10.5pp | 68.7%+7.6pp |
| Annual return | -2.65% | 5.12%-7.8pp | 13.22%-15.9pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $11,552 | $4,667+147.5% | $6,229+85.4% | $3,192+262.0% |
| Admin fee / account holder | $3,344 | $5,879-43.1% | $9,014-62.9% | $4,297-22.2% |