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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 | $166,583 | $64,729+157.4% | $112,263+48.4% | $68,490+143.2% |
| Participation rate | 90.9% | 67.2%+23.8pp | 75.1%+15.8pp | 67.9%+23.0pp |
| Annual return | -40.99% | -11.40%-29.6pp | 27.49%-68.5pp | -7.85%-33.1pp |
| Employer contribution / active EE | $1 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,186 | $3,566+129.6% | $4,729+73.1% | $4,028+103.2% |
| Admin fee / account holder | $11,419 | $5,222+118.7% | $6,410+78.1% | $5,403+111.3% |