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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 | $90,271 | $82,032+10.0% | $123,106-26.7% | $59,633+51.4% |
| Participation rate | 80.4% | 83.2%-2.8pp | 86.8%-6.3pp | 68.7%+11.8pp |
| Annual return | -5.13% | 5.12%-10.2pp | 13.22%-18.3pp | 2041.40%-2046.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $12,552 | $4,667+169.0% | $6,229+101.5% | $3,192+293.3% |
| Admin fee / account holder | $3,398 | $5,881-42.2% | $9,015-62.3% | $4,297-20.9% |