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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 | $82,740 | $93,598-11.6% | $135,974-39.2% | $75,173+10.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 2.37% | 30.89%-28.5pp | 68.30%-65.9pp | 160.72%-158.3pp |
| Employer contribution / active EE | $2,728 | $3,538-22.9% | $4,859-43.8% | $2,671+2.1% |
| Participant deferral / active EE | $2,475 | $6,405-61.4% | $7,760-68.1% | $4,126-40.0% |
| Admin fee / account holder | $7,772 | $6,978+11.4% | $10,767-27.8% | $5,651+37.5% |