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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 | $145,431-38.6% | $211,142-57.7% | $87,485+2.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 11.74% | 27.21%-15.5pp | 46.84%-35.1pp | 26.06%-14.3pp |
| Employer contribution / active EE | $2,316 | $4,662-50.3% | $6,442-64.1% | $2,596-10.8% |
| Participant deferral / active EE | $2,753 | $6,859-59.9% | $9,284-70.3% | $4,274-35.6% |
| Admin fee / account holder | $34,857 | $17,052+104.4% | $19,076+82.7% | $7,775+348.3% |