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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 | $155,335 | $82,678+87.9% | $125,391+23.9% | $68,490+126.8% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -19.47% | -5.97%-13.5pp | 572.41%-591.9pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,503 | $6,111-26.3% | $7,448-39.5% | $4,028+11.8% |
| Admin fee / account holder | $3,345 | $6,277-46.7% | $10,009-66.6% | $5,403-38.1% |