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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 | $59,800 | $123,793-51.7% | $177,848-66.4% | $79,856-25.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 9.28% | 22.82%-13.5pp | 48.33%-39.0pp | 31.71%-22.4pp |
| Employer contribution / active EE | $3,082 | $4,095-24.8% | $5,919-47.9% | $2,471+24.7% |
| Participant deferral / active EE | $2,252 | $5,956-62.2% | $7,714-70.8% | $3,741-39.8% |
| Admin fee / account holder | $3,092 | $7,243-57.3% | $12,431-75.1% | $5,306-41.7% |