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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 | $95,002 | $175,646-45.9% | $129,118-26.4% | $134,532-29.4% |
| Participation rate | 83.3% | 81.6%+1.8pp | 77.2%+6.1pp | 81.2%+2.1pp |
| Annual return | -23.94% | -11.39%-12.6pp | -10.94%-13.0pp | 418.27%-442.2pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,051-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,408 | $7,970+18.0% | $6,539+43.9% | $6,401+47.0% |
| Admin fee / account holder | $1,623 | $23,578-93.1% | $14,305-88.7% | $11,429-85.8% |