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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 | $72,782 | $101,763-28.5% | $164,866-55.9% | $80,874-10.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.27% | 16.73%-7.5pp | 69.97%-60.7pp | 35.62%-26.4pp |
| Employer contribution / active EE | $2,345 | $2,954-20.6% | $4,343-46.0% | $2,756-14.9% |
| Participant deferral / active EE | $1,374 | $4,477-69.3% | $6,033-77.2% | $4,297-68.0% |
| Admin fee / account holder | $2,641 | $8,228-67.9% | $12,689-79.2% | $6,935-61.9% |