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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 | $49,779 | $94,031-47.1% | $115,768-57.0% | $82,448-39.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 8.43% | 20.61%-12.2pp | 100.46%-92.0pp | 41.64%-33.2pp |
| Employer contribution / active EE | $1,612 | $2,323-30.6% | $2,940-45.2% | $2,551-36.8% |
| Participant deferral / active EE | $957 | $3,972-75.9% | $4,917-80.5% | $4,139-76.9% |
| Admin fee / account holder | $3,635 | $10,249-64.5% | $12,439-70.8% | $7,234-49.7% |