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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 | $29,717 | $93,055-68.1% | $153,741-80.7% | $80,959-63.3% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 9.76% | 19.97%-10.2pp | 15.71%-6.0pp | 35.67%-25.9pp |
| Employer contribution / active EE | $3,855 | $3,504+10.0% | $5,042-23.5% | $2,757+39.8% |
| Participant deferral / active EE | $1,647 | $5,172-68.2% | $6,757-75.6% | $4,300-61.7% |
| Admin fee / account holder | $3,525 | $8,881-60.3% | $12,749-72.3% | $6,925-49.1% |