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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 | $60,105 | $45,087+33.3% | $69,483-13.5% | $72,976-17.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 3.74% | 22.67%-18.9pp | 28.99%-25.2pp | 81.02%-77.3pp |
| Employer contribution / active EE | $5,500 | $2,055+167.6% | $2,780+97.9% | $2,440+125.4% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,055 | $3,057+32.6% | $3,841+5.6% | $5,124-20.9% |