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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 | $202,330 | $81,870+147.1% | $119,634+69.1% | $68,490+195.4% |
| Participation rate | 82.4% | 71.9%+10.5pp | 79.3%+3.1pp | 67.9%+14.5pp |
| Annual return | -21.20% | -23.82%+2.6pp | -14.98%-6.2pp | -7.85%-13.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,307 | $4,148+3.8% | $5,601-23.1% | $4,028+6.9% |
| Admin fee / account holder | $36,654 | $6,583+456.8% | $10,329+254.9% | $5,403+578.4% |