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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 | $241,053 | $138,072+74.6% | $123,549+95.1% | $135,382+78.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -13.94% | 153.69%-167.6pp | 119.20%-133.1pp | 519.77%-533.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,036 | $6,799+62.3% | $6,426+71.7% | $5,609+96.8% |
| Admin fee / account holder | $54,953 | $10,917+403.4% | $9,284+491.9% | $10,829+407.5% |