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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 | $68,565 | $161,352-57.5% | $134,172-48.9% | $137,256-50.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | -12.54% | 28.72%-41.3pp | 25.30%-37.8pp | 220.34%-232.9pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,154 | $5,552+190.9% | $4,690+244.4% | $6,407+152.1% |
| Admin fee / account holder | $17,042 | $15,028+13.4% | $12,016+41.8% | $12,270+38.9% |