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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 | $25,091 | $138,312-81.9% | $122,979-79.6% | $155,188-83.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 1.22% | 22.06%-20.8pp | 20.12%-18.9pp | 148.84%-147.6pp |
| Employer contribution / active EE | $1,647 | $3,530-53.4% | $3,062-46.2% | $4,248-61.2% |
| Participant deferral / active EE | $1,647 | $5,592-70.6% | $5,003-67.1% | $6,531-74.8% |
| Admin fee / account holder | $1,936 | $15,089-87.2% | $12,864-85.0% | $14,480-86.6% |