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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 | $67,866 | $89,370-24.1% | $141,197-51.9% | $72,976-7.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 12.05% | 111.88%-99.8pp | 71.41%-59.4pp | 81.02%-69.0pp |
| Employer contribution / active EE | $2,800 | $3,115-10.1% | $4,736-40.9% | $2,440+14.8% |
| Participant deferral / active EE | $1,514 | $5,419-72.1% | $6,710-77.4% | $3,608-58.0% |
| Admin fee / account holder | $8,333 | $5,957+39.9% | $10,265-18.8% | $5,124+62.6% |