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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 | $148,904 | $133,981+11.1% | $112,249+32.7% | $134,532+10.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.74% | 47.16%-68.9pp | 27.48%-49.2pp | 418.27%-440.0pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,551 | $5,292-32.9% | $4,729-24.9% | $6,401-44.5% |
| Admin fee / account holder | $878 | $7,492-88.3% | $6,412-86.3% | $11,429-92.3% |