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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 | $125,420 | $82,674+51.7% | $125,3630% | $68,495+83.1% |
| Participation rate | 85.0% | 75.0%+10.0pp | 82.4%+2.6pp | 67.9%+17.1pp |
| Annual return | -21.56% | -5.97%-15.6pp | 572.15%-593.7pp | -7.84%-13.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,491 | $6,111+55.3% | $7,447+27.4% | $4,028+135.6% |
| Admin fee / account holder | $18,979 | $6,276+202.4% | $10,005+89.7% | $5,403+251.2% |