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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 | $50,650 | $94,031-46.1% | $115,768-56.2% | $82,448-38.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 5.55% | 20.61%-15.1pp | 100.46%-94.9pp | 41.64%-36.1pp |
| Employer contribution / active EE | $2,245 | $2,323-3.4% | $2,940-23.6% | $2,551-12.0% |
| Participant deferral / active EE | $825 | $3,972-79.2% | $4,917-83.2% | $4,139-80.1% |
| Admin fee / account holder | $1,508 | $10,249-85.3% | $12,439-87.9% | $7,234-79.1% |