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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 | $201,434 | $82,678+143.6% | $125,391+60.6% | $68,490+194.1% |
| Participation rate | 73.4% | 75.1%-1.6pp | 82.4%-9.0pp | 67.9%+5.5pp |
| Annual return | -19.86% | -5.97%-13.9pp | 572.41%-592.3pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,151 | $6,111+49.7% | $7,448+22.9% | $4,028+127.2% |
| Admin fee / account holder | $12,351 | $6,277+96.7% | $10,009+23.4% | $5,403+128.6% |