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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 | $49,536 | $124,425-60.2% | $112,040-55.8% | $137,256-63.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.34% | 24.72%-15.4pp | 24.52%-15.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $2,000 | $3,411-41.4% | $2,954-32.3% | $4,156-51.9% |
| Participant deferral / active EE | $1,532 | $5,718-73.2% | $5,098-70.0% | $6,407-76.1% |
| Admin fee / account holder | $29,042 | $15,207+91.0% | $12,098+140.1% | $12,270+136.7% |