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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 | $90,974 | $133,981-32.1% | $112,249-19.0% | $134,532-32.4% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -22.03% | 47.16%-69.2pp | 27.48%-49.5pp | 418.27%-440.3pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,427 | $5,292-16.4% | $4,729-6.4% | $6,401-30.8% |
| Admin fee / account holder | $9,140 | $7,492+22.0% | $6,412+42.5% | $11,429-20.0% |