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Participant 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 | $103,758 | $171,272-39.4% | $127,803-18.8% | $152,885-32.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 2.01% | 23.54%-21.5pp | 26.14%-24.1pp | 345.39%-343.4pp |
| Employer contribution / active EE | $1,765 | $5,451-67.6% | $4,576-61.4% | $4,763-62.9% |
| Participant deferral / active EE | $1,312 | $7,043-81.4% | $6,023-78.2% | $5,851-77.6% |
| Admin fee / account holder | $3,457 | $14,540-76.2% | $9,399-63.2% | $11,598-70.2% |