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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 | $139,783 | $73,848+89.3% | $143,799-2.8% | $68,486+104.1% |
| Participation rate | 91.4% | 66.7%+24.8pp | 80.3%+11.1pp | 67.9%+23.5pp |
| Annual return | -21.24% | 0.91%-22.2pp | -0.04%-21.2pp | -7.85%-13.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,082 | $3,385+20.6% | $5,638-27.6% | $4,028+1.4% |
| Admin fee / account holder | $4,624 | $5,755-19.6% | $14,677-68.5% | $5,404-14.4% |