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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 | $52,350 | $78,705-33.5% | $117,857-55.6% | $70,131-25.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 7.46% | 23.30%-15.8pp | 335.09%-327.6pp | 73.14%-65.7pp |
| Employer contribution / active EE | $2,451 | $2,223+10.2% | $3,786-35.3% | $2,342+4.6% |
| Participant deferral / active EE | $197 | $3,297-94.0% | $4,482-95.6% | $3,332-94.1% |
| Admin fee / account holder | $4,274 | $5,065-15.6% | $8,020-46.7% | $4,645-8.0% |