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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 | $70,830 | $67,602+4.8% | $82,312-13.9% | $70,126+1.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 3.38% | 21.57%-18.2pp | 25.88%-22.5pp | 73.15%-69.8pp |
| Employer contribution / active EE | $932 | $1,755-46.9% | $2,428-61.6% | $2,343-60.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,310 | $4,512-48.8% | $5,608-58.8% | $4,645-50.3% |