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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 | $200,864 | $105,866+89.7% | $90,766+121.3% | $134,545+49.3% |
| Participation rate | 71.4% | 78.3%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -21.68% | -10.99%-10.7pp | -12.16%-9.5pp | 418.37%-440.0pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,277 | $5,217-18.0% | $4,565-6.3% | $6,401-33.2% |
| Admin fee / account holder | $30,319 | $13,938+117.5% | $8,446+259.0% | $11,431+165.2% |