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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 | $193,650 | $73,019+165.2% | $90,766+113.4% | $68,490+182.7% |
| Participation rate | 96.9% | 70.8%+26.0pp | 75.7%+21.2pp | 67.9%+29.0pp |
| Annual return | -21.74% | -13.81%-7.9pp | -12.16%-9.6pp | -7.85%-13.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,732 | $3,626+196.0% | $4,565+135.1% | $4,028+166.5% |
| Admin fee / account holder | $12,832 | $5,897+117.6% | $8,446+51.9% | $5,403+137.5% |