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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 | $67,370 | $65,246+3.3% | $98,716-31.8% | $67,986-0.9% |
| Participation rate | 100.0% | 51.4%+48.6pp | 69.3%+30.7pp | 57.2%+42.8pp |
| Annual return | 10.24% | 20.58%-10.3pp | 31.81%-21.6pp | 31.67%-21.4pp |
| Employer contribution / active EE | $2,837 | $1,042+172.2% | $2,279+24.5% | $2,019+40.5% |
| Participant deferral / active EE | $0 | $2,594-100.0% | $4,048-100.0% | $3,358-100.0% |
| Admin fee / account holder | $2,789 | $4,561-38.8% | $8,703-68.0% | $3,203-12.9% |