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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 | $66,841 | $126,661-47.2% | $113,397-41.1% | $138,895-51.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 5.84% | 25.05%-19.2pp | 23.20%-17.4pp | 145.39%-139.6pp |
| Employer contribution / active EE | $1,969 | $3,456-43.0% | $2,977-33.9% | $4,194-53.1% |
| Participant deferral / active EE | $444 | $5,693-92.2% | $5,076-91.3% | $6,396-93.1% |
| Admin fee / account holder | $2,939 | $14,549-79.8% | $11,957-75.4% | $12,562-76.6% |