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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 | $133,921 | $157,296-14.9% | $141,191-5.1% | $152,897-12.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | -20.12% | 64.34%-84.5pp | 71.41%-91.5pp | 345.43%-365.5pp |
| Employer contribution / active EE | $710 | $5,262-86.5% | $4,736-85.0% | $4,764-85.1% |
| Participant deferral / active EE | $3,550 | $7,111-50.1% | $6,710-47.1% | $5,851-39.3% |
| Admin fee / account holder | $34,106 | $12,125+181.3% | $10,264+232.3% | $11,599+194.0% |