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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 | $49,242 | $143,969-65.8% | $199,883-75.4% | $82,637-40.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 12.22% | 25.67%-13.5pp | 43.81%-31.6pp | 53.51%-41.3pp |
| Employer contribution / active EE | $1,769 | $4,632-61.8% | $6,261-71.7% | $2,552-30.7% |
| Participant deferral / active EE | $1,718 | $6,937-75.2% | $9,138-81.2% | $4,126-58.4% |
| Admin fee / account holder | $507 | $14,597-96.5% | $17,268-97.1% | $7,339-93.1% |