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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 | $58,069 | $86,940-33.2% | $102,434-43.3% | $80,935-28.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 8.80% | 18.89%-10.1pp | 29.46%-20.7pp | 35.66%-26.9pp |
| Employer contribution / active EE | $1,250 | $2,370-47.2% | $3,023-58.7% | $2,757-54.7% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,892 | $8,047-26.8% | $9,462-37.7% | $6,924-14.9% |