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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 | $149,446-40.2% | $256,809-65.2% | $94,015-5.0% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 11.74% | 17.55%-5.8pp | 32.73%-21.0pp | 17.84%-6.1pp |
| Employer contribution / active EE | $2,316 | $4,596-49.6% | $7,263-68.1% | $2,790-17.0% |
| Participant deferral / active EE | $2,753 | $6,491-57.6% | $9,520-71.1% | $4,249-35.2% |
| Admin fee / account holder | $34,857 | $24,035+45.0% | $25,146+38.6% | $8,951+289.4% |