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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 | $140,050 | $77,817+80.0% | $123,553+13.4% | $64,173+118.2% |
| Participation rate | 90.5% | 74.7%+15.8pp | 82.3%+8.2pp | 69.6%+20.9pp |
| Annual return | -8.48% | 12.49%-21.0pp | 119.21%-127.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,599 | $5,240+83.2% | $6,426+49.4% | $3,470+176.7% |
| Admin fee / account holder | $3,139 | $5,519-43.1% | $9,284-66.2% | $4,887-35.8% |