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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 | $66,068 | $77,638-14.9% | $156,551-57.8% | $62,881+5.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 2.77% | 50.33%-47.6pp | 32.23%-29.5pp | 20.14%-17.4pp |
| Employer contribution / active EE | $2,658 | $3,444-22.8% | $5,501-51.7% | $2,281+16.5% |
| Participant deferral / active EE | $656 | $3,046-78.5% | $4,871-86.5% | $3,203-79.5% |
| Admin fee / account holder | $4,150 | $5,561-25.4% | $13,028-68.1% | $4,296-3.4% |