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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 | $89,333 | $146,267-38.9% | $197,124-54.7% | $82,448+8.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 11.74% | 29.61%-17.9pp | 44.34%-32.6pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,316 | $4,723-51.0% | $6,227-62.8% | $2,551-9.2% |
| Participant deferral / active EE | $2,753 | $7,035-60.9% | $9,135-69.9% | $4,139-33.5% |
| Admin fee / account holder | $34,857 | $14,422+141.7% | $16,298+113.9% | $7,234+381.8% |