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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 | $182,850 | $69,977+161.3% | $108,582+68.4% | $62,881+190.8% |
| Participation rate | 77.6% | 72.9%+4.7pp | 79.6%-2.0pp | 69.3%+8.2pp |
| Annual return | -1.50% | 10.73%-12.2pp | -51.70%+50.2pp | 20.14%-21.6pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,371 | $3,165-25.1% | $4,311-45.0% | $3,203-26.0% |
| Admin fee / account holder | $12,309 | $5,076+142.5% | $7,645+61.0% | $4,296+186.5% |