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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 | $35,050 | $95,453-63.3% | $112,040-68.7% | $82,448-57.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 10.66% | 23.92%-13.3pp | 24.52%-13.9pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,804 | $2,318-22.2% | $2,954-38.9% | $2,551-29.3% |
| Participant deferral / active EE | $1,836 | $4,224-56.5% | $5,098-64.0% | $4,139-55.6% |
| Admin fee / account holder | $13,175 | $9,013+46.2% | $12,098+8.9% | $7,234+82.1% |