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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 | $206,958 | $152,597+35.6% | $117,533+76.1% | $134,532+53.8% |
| Participation rate | 71.4% | 77.1%-5.7pp | 70.6%+0.8pp | 81.2%-9.8pp |
| Annual return | -30.40% | 53.04%-83.4pp | 29.77%-60.2pp | 418.27%-448.7pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,014 | $4,821+107.7% | $4,072+145.9% | $6,401+56.4% |
| Admin fee / account holder | $27,801 | $7,007+296.8% | $5,647+392.3% | $11,429+143.3% |