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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 | $154,784 | $163,687-5.4% | $108,745+42.3% | $273,972-43.5% |
| Participation rate | 70.0% | 82.3%-12.3pp | 77.7%-7.7pp | 83.0%-13.0pp |
| Annual return | -40.70% | 31.16%-71.9pp | 46.22%-86.9pp | 41.46%-82.2pp |
| Employer contribution / active EE | $0 | $4,711-100.0% | $3,323-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,369 | $7,155-38.9% | $5,121-14.7% | $5,287-17.4% |
| Admin fee / account holder | $16,259 | $12,890+26.1% | $6,144+164.6% | $10,133+60.5% |