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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 | $36,018 | $115,903-68.9% | $100,528-64.2% | $158,966-77.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 6.49% | 34.80%-28.3pp | 30.90%-24.4pp | 302.95%-296.5pp |
| Employer contribution / active EE | $1,652 | $4,105-59.8% | $3,419-51.7% | $4,762-65.3% |
| Participant deferral / active EE | $336 | $6,677-95.0% | $6,271-94.6% | $5,983-94.4% |
| Admin fee / account holder | $3,098 | $11,000-71.8% | $8,084-61.7% | $11,250-72.5% |