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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 | $129,162 | $65,704+96.6% | $94,229+37.1% | $59,633+116.6% |
| Participation rate | 77.0% | 72.1%+4.9pp | 78.8%-1.7pp | 68.7%+8.4pp |
| Annual return | -3.16% | 5.22%-8.4pp | 10.68%-13.8pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,240 | $3,143+34.9% | $4,320-1.9% | $3,192+32.9% |
| Admin fee / account holder | $6,901 | $4,265+61.8% | $6,269+10.1% | $4,297+60.6% |