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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 | $73,708 | $254,759-71.1% | $216,567-66.0% | $198,609-62.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 3.56% | 10.04%-6.5pp | 12.94%-9.4pp | 202.70%-199.1pp |
| Employer contribution / active EE | $1,829 | $6,096-70.0% | $5,216-64.9% | $5,055-63.8% |
| Participant deferral / active EE | $2,131 | $6,948-69.3% | $6,191-65.6% | $6,977-69.5% |
| Admin fee / account holder | $12,207 | $26,311-53.6% | $21,981-44.5% | $19,030-35.9% |