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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 | $173,725 | $115,810+50.0% | $101,271+71.5% | $158,966+9.3% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | -5.15% | 56.15%-61.3pp | 46.48%-51.6pp | 302.95%-308.1pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,524 | $4,958+11.4% | $4,371+26.4% | $5,983-7.7% |
| Admin fee / account holder | $695 | $7,248-90.4% | $5,948-88.3% | $11,250-93.8% |