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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 | $67,987 | $123,793-45.1% | $177,848-61.8% | $79,856-14.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 9.40% | 22.82%-13.4pp | 48.33%-38.9pp | 31.71%-22.3pp |
| Employer contribution / active EE | $3,309 | $4,095-19.2% | $5,919-44.1% | $2,471+33.9% |
| Participant deferral / active EE | $2,466 | $5,956-58.6% | $7,714-68.0% | $3,741-34.1% |
| Admin fee / account holder | $678 | $7,243-90.6% | $12,431-94.5% | $5,306-87.2% |