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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 | $69,634 | $103,393-32.7% | $87,103-20.1% | $152,909-54.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 8.47% | 28.10%-19.6pp | 28.19%-19.7pp | 345.46%-337.0pp |
| Employer contribution / active EE | $2,679 | $3,221-16.8% | $2,521+6.2% | $4,764-43.8% |
| Participant deferral / active EE | $606 | $4,778-87.3% | $4,049-85.0% | $5,851-89.6% |
| Admin fee / account holder | $3,011 | $12,195-75.3% | $7,491-59.8% | $11,601-74.0% |