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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 | $62,667 | $115,225-45.6% | $100,712-37.8% | $138,895-54.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 9.34% | 40.35%-31.0pp | 33.27%-23.9pp | 145.39%-136.1pp |
| Employer contribution / active EE | $1,250 | $2,771-54.9% | $2,313-46.0% | $4,194-70.2% |
| Participant deferral / active EE | $762 | $4,699-83.8% | $4,085-81.4% | $6,396-88.1% |
| Admin fee / account holder | $3,993 | $10,844-63.2% | $9,256-56.9% | $12,562-68.2% |