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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 | $138,777 | $85,169+62.9% | $172,755-19.7% | $72,983+90.1% |
| Participation rate | 81.5% | 70.1%+11.4pp | 82.6%-1.2pp | 69.5%+12.0pp |
| Annual return | -2.28% | 27.32%-29.6pp | 802.94%-805.2pp | 81.01%-83.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $974 | $3,260-70.1% | $5,198-81.3% | $3,608-73.0% |
| Admin fee / account holder | $2,580 | $5,880-56.1% | $13,955-81.5% | $5,124-49.7% |