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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 | $197,868 | $91,559+116.1% | $133,978+47.7% | $79,856+147.8% |
| Participation rate | 89.2% | 73.3%+15.8pp | 79.8%+9.3pp | 69.6%+19.5pp |
| Annual return | -5.64% | 61.85%-67.5pp | 45.10%-50.7pp | 31.71%-37.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,771 | $3,734+1.0% | $5,047-25.3% | $3,741+0.8% |
| Admin fee / account holder | $2,107 | $6,321-66.7% | $8,930-76.4% | $5,306-60.3% |