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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 | $102,723 | $82,028+25.2% | $123,105-16.6% | $59,633+72.3% |
| Participation rate | 77.3% | 83.2%-5.9pp | 86.8%-9.5pp | 68.7%+8.6pp |
| Annual return | -2.97% | 5.12%-8.1pp | 13.22%-16.2pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,968 | $4,667+92.2% | $6,229+44.0% | $3,192+181.0% |
| Admin fee / account holder | $6,034 | $5,879+2.6% | $9,014-33.1% | $4,297+40.4% |