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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 | $56,447 | $106,524-47.0% | $152,301-62.9% | $87,485-35.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 11.21% | 26.89%-15.7pp | 80.50%-69.3pp | 26.06%-14.8pp |
| Employer contribution / active EE | $1,791 | $3,371-46.9% | $4,624-61.3% | $2,596-31.0% |
| Participant deferral / active EE | $1,921 | $6,525-70.6% | $8,004-76.0% | $4,274-55.0% |
| Admin fee / account holder | $4,005 | $8,287-51.7% | $14,398-72.2% | $7,775-48.5% |