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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 | $25,605 | $93,589-72.6% | $135,942-81.2% | $75,181-65.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.45% | 30.90%-16.5pp | 68.28%-53.8pp | 160.69%-146.2pp |
| Employer contribution / active EE | $1,359 | $3,537-61.6% | $4,858-72.0% | $2,671-49.1% |
| Participant deferral / active EE | $1,247 | $6,405-80.5% | $7,759-83.9% | $4,126-69.8% |
| Admin fee / account holder | $1,216 | $6,977-82.6% | $10,764-88.7% | $5,650-78.5% |