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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 | $55,382 | $87,132-36.4% | $105,624-47.6% | $80,959-31.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 9.69% | 17.03%-7.3pp | 116.20%-106.5pp | 35.67%-26.0pp |
| Employer contribution / active EE | $2,378 | $2,397-0.8% | $3,168-24.9% | $2,757-13.7% |
| Participant deferral / active EE | $1,506 | $3,985-62.2% | $5,013-70.0% | $4,300-65.0% |
| Admin fee / account holder | $8,660 | $8,449+2.5% | $10,961-21.0% | $6,925+25.0% |