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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 | $55,330 | $86,288-35.9% | $111,306-50.3% | $85,851-35.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 9.21% | 19.99%-10.8pp | 54.67%-45.5pp | 318.63%-309.4pp |
| Employer contribution / active EE | $938 | $2,044-54.1% | $2,732-65.7% | $2,565-63.5% |
| Participant deferral / active EE | $1,285 | $3,641-64.7% | $4,488-71.4% | $3,952-67.5% |
| Admin fee / account holder | $3,748 | $8,189-54.2% | $7,966-53.0% | $6,261-40.1% |