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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 | $38,198 | $83,485-54.2% | $125,180-69.5% | $72,983-47.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 15.97% | 25.78%-9.8pp | 43.79%-27.8pp | 81.01%-65.0pp |
| Employer contribution / active EE | $3,789 | $2,346+61.6% | $3,866-2.0% | $2,440+55.3% |
| Participant deferral / active EE | $517 | $3,586-85.6% | $4,937-89.5% | $3,608-85.7% |
| Admin fee / account holder | $4,688 | $5,518-15.0% | $9,703-51.7% | $5,124-8.5% |