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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 | $143,837 | $82,674+74.0% | $125,381+14.7% | $68,486+110.0% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -24.47% | -5.97%-18.5pp | 572.31%-596.8pp | -7.85%-16.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,920 | $6,111+13.2% | $7,448-7.1% | $4,028+71.8% |
| Admin fee / account holder | $893 | $6,277-85.8% | $10,007-91.1% | $5,404-83.5% |