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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 | $195,151 | $142,361+37.1% | $119,608+63.2% | $134,509+45.1% |
| Participation rate | 72.2% | 82.8%-10.6pp | 79.3%-7.0pp | 81.2%-9.0pp |
| Annual return | -20.51% | -12.46%-8.0pp | -14.98%-5.5pp | 418.13%-438.6pp |
| Employer contribution / active EE | $551 | $5,224-89.5% | $4,232-87.0% | $4,741-88.4% |
| Participant deferral / active EE | $3,018 | $6,468-53.3% | $5,601-46.1% | $6,400-52.8% |
| Admin fee / account holder | $8,964 | $13,588-34.0% | $10,326-13.2% | $11,427-21.6% |