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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 | $98,146 | $72,177+36.0% | $115,038-14.7% | $59,633+64.6% |
| Participation rate | 76.8% | 72.6%+4.2pp | 81.4%-4.6pp | 68.7%+8.1pp |
| Annual return | -9.05% | 12.02%-21.1pp | 26.14%-35.2pp | 2041.45%-2050.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,609 | $4,783+100.9% | $6,026+59.4% | $3,192+201.1% |
| Admin fee / account holder | $1,625 | $4,927-67.0% | $8,175-80.1% | $4,297-62.2% |