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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 | $39,153 | $115,917-66.2% | $100,535-61.1% | $158,982-75.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 3.63% | 34.80%-31.2pp | 30.90%-27.3pp | 302.99%-299.4pp |
| Employer contribution / active EE | $1,115 | $4,105-72.8% | $3,419-67.4% | $4,763-76.6% |
| Participant deferral / active EE | $1,095 | $6,677-83.6% | $6,271-82.5% | $5,983-81.7% |
| Admin fee / account holder | $19,638 | $11,002+78.5% | $8,085+142.9% | $11,252+74.5% |