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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 | $44,034 | $125,797-65.0% | $170,057-74.1% | $75,177-41.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 12.84% | 27.20%-14.4pp | 53.42%-40.6pp | 160.75%-147.9pp |
| Employer contribution / active EE | $2,478 | $4,616-46.3% | $6,790-63.5% | $2,671-7.2% |
| Participant deferral / active EE | $2,376 | $6,838-65.3% | $10,411-77.2% | $4,126-42.4% |
| Admin fee / account holder | $804 | $8,177-90.2% | $12,826-93.7% | $5,651-85.8% |