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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 | $110,211 | $67,602+63.0% | $82,312+33.9% | $70,126+57.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 7.16% | 21.57%-14.4pp | 25.88%-18.7pp | 73.15%-66.0pp |
| Employer contribution / active EE | $721 | $1,755-58.9% | $2,428-70.3% | $2,343-69.2% |
| Participant deferral / active EE | $627 | $2,987-79.0% | $3,706-83.1% | $3,332-81.2% |
| Admin fee / account holder | $705 | $4,512-84.4% | $5,608-87.4% | $4,645-84.8% |