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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 | $35,806 | $103,393-65.4% | $87,103-58.9% | $152,909-76.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 6.76% | 28.10%-21.3pp | 28.19%-21.4pp | 345.46%-338.7pp |
| Employer contribution / active EE | $1,770 | $3,221-45.0% | $2,521-29.8% | $4,764-62.8% |
| Participant deferral / active EE | $1,154 | $4,778-75.9% | $4,049-71.5% | $5,851-80.3% |
| Admin fee / account holder | $393 | $12,195-96.8% | $7,491-94.8% | $11,601-96.6% |