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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 | $87,863 | $135,956-35.4% | $123,894-29.1% | $273,972-67.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.49% | 56.63%-54.1pp | 47.52%-45.0pp | 41.46%-39.0pp |
| Employer contribution / active EE | $6,392 | $5,170+23.7% | $4,617+38.5% | $4,869+31.3% |
| Participant deferral / active EE | $1,043 | $6,343-83.6% | $5,984-82.6% | $5,287-80.3% |
| Admin fee / account holder | $3,275 | $9,817-66.6% | $8,357-60.8% | $10,133-67.7% |