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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 | $95,250 | $73,848+29.0% | $143,799-33.8% | $68,486+39.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.14% | 0.91%-22.0pp | -0.04%-21.1pp | -7.85%-13.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,931 | $3,385+45.7% | $5,638-12.5% | $4,028+22.4% |
| Admin fee / account holder | $4,031 | $5,755-30.0% | $14,677-72.5% | $5,404-25.4% |