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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 | $101,795-28.5% | $165,100-55.9% | $80,959-10.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 9.27% | 16.73%-7.5pp | 70.21%-60.9pp | 35.67%-26.4pp |
| Employer contribution / active EE | $2,345 | $2,954-20.6% | $4,348-46.1% | $2,757-15.0% |
| Participant deferral / active EE | $1,374 | $4,476-69.3% | $6,035-77.2% | $4,300-68.0% |
| Admin fee / account holder | $2,641 | $8,221-67.9% | $12,696-79.2% | $6,925-61.9% |