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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 | $119,092 | $82,674+44.0% | $125,381-5.0% | $68,486+73.9% |
| Participation rate | 73.5% | 75.1%-1.6pp | 82.4%-8.9pp | 67.9%+5.6pp |
| Annual return | -21.34% | -5.97%-15.4pp | 572.31%-593.7pp | -7.85%-13.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,705 | $6,111+42.5% | $7,448+16.9% | $4,028+116.1% |
| Admin fee / account holder | $2,994 | $6,277-52.3% | $10,007-70.1% | $5,404-44.6% |