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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 | $123,960 | $73,009+69.8% | $90,760+36.6% | $68,486+81.0% |
| Participation rate | 85.4% | 70.8%+14.5pp | 75.7%+9.7pp | 67.9%+17.5pp |
| Annual return | -25.98% | -13.81%-12.2pp | -12.16%-13.8pp | -7.85%-18.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,717 | $3,626+85.2% | $4,565+47.1% | $4,028+66.8% |
| Admin fee / account holder | $1,963 | $5,896-66.7% | $8,444-76.8% | $5,404-63.7% |