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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 | $85,843 | $65,704+30.6% | $94,229-8.9% | $59,633+44.0% |
| Participation rate | 90.6% | 72.1%+18.5pp | 78.8%+11.9pp | 68.7%+22.0pp |
| Annual return | -2.51% | 5.22%-7.7pp | 10.68%-13.2pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,628 | $3,143+47.3% | $4,320+7.1% | $3,192+45.0% |
| Admin fee / account holder | $11,821 | $4,265+177.2% | $6,269+88.5% | $4,297+175.1% |