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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 | $61,091 | $104,694-41.6% | $85,709-28.7% | $167,536-63.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 6.10% | 21.45%-15.3pp | 21.49%-15.4pp | 478.82%-472.7pp |
| Employer contribution / active EE | $1,918 | $3,337-42.5% | $2,619-26.7% | $4,839-60.4% |
| Participant deferral / active EE | $1,061 | $4,826-78.0% | $3,924-73.0% | $6,342-83.3% |
| Admin fee / account holder | $753 | $10,035-92.5% | $6,876-89.0% | $12,315-93.9% |