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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 | $138,896 | $91,525+51.8% | $130,026+6.8% | $75,181+84.7% |
| Participation rate | 71.9% | 71.4%+0.4pp | 78.5%-6.6pp | 67.2%+4.7pp |
| Annual return | 9.42% | -631.40%+640.8pp | -137.26%+146.7pp | 160.69%-151.3pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,960 | $4,342-8.8% | $5,821-32.0% | $4,126-4.0% |
| Admin fee / account holder | $4,067 | $6,778-40.0% | $10,608-61.7% | $5,650-28.0% |