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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 | $122,981 | $45,872+168.1% | $77,096+59.5% | $68,486+79.6% |
| Participation rate | 89.8% | 55.9%+33.9pp | 67.9%+21.9pp | 67.9%+21.9pp |
| Annual return | -21.00% | 1.73%-22.7pp | 42.35%-63.3pp | -7.85%-13.1pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,904 | $2,963-2.0% | $4,429-34.4% | $4,028-27.9% |
| Admin fee / account holder | $25,133 | $3,041+726.4% | $5,428+363.0% | $5,404+365.1% |