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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 | $45,532 | $162,785-72.0% | $133,959-66.0% | $158,950-71.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.61% | 41.94%-37.3pp | 45.09%-40.5pp | 302.91%-298.3pp |
| Employer contribution / active EE | $1,250 | $4,975-74.9% | $3,919-68.1% | $4,762-73.8% |
| Participant deferral / active EE | $1,156 | $5,910-80.4% | $5,047-77.1% | $5,983-80.7% |
| Admin fee / account holder | $2,801 | $11,738-76.1% | $8,928-68.6% | $11,248-75.1% |