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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 | $52,148 | $138,385-62.3% | $184,243-71.7% | $80,925-35.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 8.64% | 20.02%-11.4pp | 28.82%-20.2pp | 35.65%-27.0pp |
| Employer contribution / active EE | $1,766 | $4,851-63.6% | $6,427-72.5% | $2,756-35.9% |
| Participant deferral / active EE | $1,348 | $7,075-81.0% | $9,132-85.2% | $4,299-68.6% |
| Admin fee / account holder | $2,979 | $10,489-71.6% | $13,914-78.6% | $6,940-57.1% |