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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 | $227,078 | $88,707+156.0% | $74,184+206.1% | $273,972-17.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.02% | 11.94%-10.9pp | 17.74%-16.7pp | 41.46%-40.4pp |
| Employer contribution / active EE | $1,998 | $3,159-36.8% | $2,370-15.7% | $4,869-59.0% |
| Participant deferral / active EE | $1,003 | $4,212-76.2% | $3,550-71.8% | $5,287-81.0% |
| Admin fee / account holder | $1,425 | $8,717-83.7% | $5,586-74.5% | $10,133-85.9% |