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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 | $96,917 | $82,678+17.2% | $125,391-22.7% | $68,490+41.5% |
| Participation rate | 77.4% | 75.1%+2.4pp | 82.4%-5.0pp | 67.9%+9.5pp |
| Annual return | -22.08% | -5.97%-16.1pp | 572.41%-594.5pp | -7.85%-14.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,897 | $6,111-19.9% | $7,448-34.3% | $4,028+21.6% |
| Admin fee / account holder | $29,738 | $6,277+373.7% | $10,009+197.1% | $5,403+450.4% |