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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 | $58,614 | $116,203-49.6% | $93,621-37.4% | $152,909-61.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 4.42% | 35.96%-31.5pp | 32.76%-28.3pp | 345.46%-341.0pp |
| Employer contribution / active EE | $2,284 | $3,219-29.0% | $2,719-16.0% | $4,764-52.1% |
| Participant deferral / active EE | $1,262 | $4,605-72.6% | $4,070-69.0% | $5,851-78.4% |
| Admin fee / account holder | $13,384 | $10,751+24.5% | $7,890+69.6% | $11,601+15.4% |