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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 | $233,855 | $81,870+185.6% | $119,622+95.5% | $68,486+241.5% |
| Participation rate | 73.5% | 71.9%+1.6pp | 79.3%-5.7pp | 67.9%+5.6pp |
| Annual return | -19.55% | -23.82%+4.3pp | -14.98%-4.6pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,992 | $4,148+20.3% | $5,601-10.9% | $4,028+23.9% |
| Admin fee / account holder | $22,382 | $6,583+240.0% | $10,328+116.7% | $5,404+314.2% |