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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 | $101,436 | $53,546+89.4% | $69,884+45.1% | $68,486+48.1% |
| Participation rate | 87.5% | 64.5%+23.0pp | 70.5%+17.0pp | 67.9%+19.6pp |
| Annual return | -25.07% | -13.87%-11.2pp | 190.81%-215.9pp | -7.85%-17.2pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,150 | $2,957+40.3% | $3,848+7.8% | $4,028+3.0% |
| Admin fee / account holder | $8,225 | $4,693+75.3% | $6,266+31.3% | $5,404+52.2% |