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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 | $245,631 | $142,392+72.5% | $119,622+105.3% | $134,532+82.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.24% | -12.46%-7.8pp | -14.98%-5.3pp | 418.27%-438.5pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,085 | $6,467-36.8% | $5,601-27.1% | $6,401-36.2% |
| Admin fee / account holder | $2,441 | $13,593-82.0% | $10,328-76.4% | $11,429-78.6% |