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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 | $100,864 | $167,352-39.7% | $143,788-29.9% | $134,509-25.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.03% | 0.47%-22.5pp | -0.03%-22.0pp | 418.13%-440.2pp |
| Employer contribution / active EE | $1,100 | $5,620-80.4% | $4,952-77.8% | $4,741-76.8% |
| Participant deferral / active EE | $12,067 | $6,447+87.2% | $5,638+114.0% | $6,400+88.5% |
| Admin fee / account holder | $3,375 | $18,091-81.3% | $14,675-77.0% | $11,427-70.5% |