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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 | $136,860-67.7% | $120,344-63.3% | $154,746-71.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 8.67% | 21.38%-12.7pp | 20.30%-11.6pp | 172.34%-163.7pp |
| Employer contribution / active EE | $2,355 | $3,533-33.4% | $3,020-22.0% | $4,379-46.2% |
| Participant deferral / active EE | $1,441 | $5,793-75.1% | $5,135-71.9% | $6,730-78.6% |
| Admin fee / account holder | $6,547 | $15,393-57.5% | $12,742-48.6% | $14,365-54.4% |