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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 | $45,887 | $114,712-60.0% | $173,730-73.6% | $87,485-47.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 5.13% | 20.18%-15.1pp | 19.96%-14.8pp | 26.06%-20.9pp |
| Employer contribution / active EE | $1,724 | $2,904-40.6% | $4,577-62.3% | $2,596-33.6% |
| Participant deferral / active EE | $1,855 | $4,642-60.0% | $6,326-70.7% | $4,274-56.6% |
| Admin fee / account holder | $30,853 | $10,210+202.2% | $17,523+76.1% | $7,775+296.8% |