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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 | $54,040 | $145,431-62.8% | $211,142-74.4% | $87,485-38.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 7.39% | 27.21%-19.8pp | 46.84%-39.5pp | 26.06%-18.7pp |
| Employer contribution / active EE | $2,612 | $4,662-44.0% | $6,442-59.5% | $2,596+0.6% |
| Participant deferral / active EE | $2,333 | $6,859-66.0% | $9,284-74.9% | $4,274-45.4% |
| Admin fee / account holder | $12,486 | $17,052-26.8% | $19,076-34.5% | $7,775+60.6% |