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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 | $45,995 | $86,949-47.1% | $102,460-55.1% | $80,959-43.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 9.97% | 18.89%-8.9pp | 29.47%-19.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,312 | $2,370-44.6% | $3,025-56.6% | $2,757-52.4% |
| Participant deferral / active EE | $1,044 | $4,121-74.7% | $5,056-79.4% | $4,300-75.7% |
| Admin fee / account holder | $1,563 | $8,048-80.6% | $9,460-83.5% | $6,925-77.4% |