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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 | $148,055 | $78,423+88.8% | $95,964+54.3% | $79,856+85.4% |
| Participation rate | 70.4% | 73.5%-3.1pp | 77.1%-6.7pp | 69.6%+0.7pp |
| Annual return | -3.36% | 19.37%-22.7pp | 91.64%-95.0pp | 31.71%-35.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,466 | $3,440+29.8% | $4,167+7.2% | $3,741+19.4% |
| Admin fee / account holder | $7,715 | $5,622+37.2% | $6,797+13.5% | $5,306+45.4% |