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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 | $139,992 | $82,028+70.7% | $123,105+13.7% | $59,633+134.8% |
| Participation rate | 70.7% | 83.2%-12.5pp | 86.8%-16.0pp | 68.7%+2.1pp |
| Annual return | -7.38% | 5.12%-12.5pp | 13.22%-20.6pp | 2041.45%-2048.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,765 | $4,667+66.4% | $6,229+24.6% | $3,192+143.3% |
| Admin fee / account holder | $1,625 | $5,879-72.4% | $9,014-82.0% | $4,297-62.2% |