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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 | $44,378 | $95,453-53.5% | $112,040-60.4% | $82,448-46.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 9.42% | 23.92%-14.5pp | 24.52%-15.1pp | 41.64%-32.2pp |
| Employer contribution / active EE | $1,822 | $2,318-21.4% | $2,954-38.3% | $2,551-28.6% |
| Participant deferral / active EE | $1,555 | $4,224-63.2% | $5,098-69.5% | $4,139-62.4% |
| Admin fee / account holder | $15,400 | $9,013+70.9% | $12,098+27.3% | $7,234+112.9% |