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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 | $44,190 | $124,425-64.5% | $112,040-60.6% | $137,256-67.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.67% | 24.72%-16.0pp | 24.52%-15.8pp | 220.34%-211.7pp |
| Employer contribution / active EE | $2,355 | $3,411-31.0% | $2,954-20.3% | $4,156-43.3% |
| Participant deferral / active EE | $1,441 | $5,718-74.8% | $5,098-71.7% | $6,407-77.5% |
| Admin fee / account holder | $6,547 | $15,207-56.9% | $12,098-45.9% | $12,270-46.6% |