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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 | $45,960 | $139,948-67.2% | $121,663-62.2% | $154,746-70.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 2.39% | 230.52%-228.1pp | 147.54%-145.1pp | 172.34%-169.9pp |
| Employer contribution / active EE | $2,799 | $3,521-20.5% | $3,020-7.3% | $4,379-36.1% |
| Participant deferral / active EE | $1,294 | $5,629-77.0% | $4,887-73.5% | $6,730-80.8% |
| Admin fee / account holder | $2,855 | $17,321-83.5% | $14,289-80.0% | $14,365-80.1% |