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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 | $157,770 | $83,908+88.0% | $68,509+130.3% | $125,389+25.8% |
| Participation rate | 85.7% | 78.2%+7.5pp | 74.7%+11.0pp | 83.2%+2.5pp |
| Annual return | -6.56% | 14.48%-21.0pp | 8.27%-14.8pp | 282.24%-288.8pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,677 | $4,125-10.9% | $3,382+8.7% | $5,352-31.3% |
| Admin fee / account holder | $3,169 | $8,982-64.7% | $5,275-39.9% | $9,541-66.8% |