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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 | $94,436-46.4% | $115,599-56.2% | $82,637-38.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 5.55% | 18.37%-12.8pp | 111.10%-105.5pp | 53.51%-48.0pp |
| Employer contribution / active EE | $2,245 | $2,324-3.4% | $2,955-24.0% | $2,552-12.0% |
| Participant deferral / active EE | $825 | $3,955-79.1% | $4,889-83.1% | $4,126-80.0% |
| Admin fee / account holder | $1,508 | $10,328-85.4% | $12,841-88.3% | $7,339-79.4% |