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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 | $142,354-67.7% | $125,529-63.4% | $155,188-70.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 2.39% | 306.06%-303.7pp | 202.56%-200.2pp | 148.84%-146.4pp |
| Employer contribution / active EE | $2,799 | $3,501-20.1% | $3,058-8.5% | $4,248-34.1% |
| Participant deferral / active EE | $1,294 | $5,491-76.4% | $4,813-73.1% | $6,531-80.2% |
| Admin fee / account holder | $2,855 | $19,392-85.3% | $16,298-82.5% | $14,480-80.3% |