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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 | $50,904 | $136,860-62.8% | $120,344-57.7% | $154,746-67.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 5.11% | 21.38%-16.3pp | 20.30%-15.2pp | 172.34%-167.2pp |
| Employer contribution / active EE | $1,920 | $3,533-45.7% | $3,020-36.4% | $4,379-56.2% |
| Participant deferral / active EE | $784 | $5,793-86.5% | $5,135-84.7% | $6,730-88.3% |
| Admin fee / account holder | $2,030 | $15,393-86.8% | $12,742-84.1% | $14,365-85.9% |