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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 | $56,072 | $72,269-22.4% | $101,271-44.6% | $79,852-29.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 5.84% | 22.29%-16.5pp | 46.48%-40.6pp | 31.72%-25.9pp |
| Employer contribution / active EE | $5,348 | $2,692+98.7% | $3,660+46.1% | $2,471+116.4% |
| Participant deferral / active EE | $1,336 | $3,282-59.3% | $4,371-69.4% | $3,740-64.3% |
| Admin fee / account holder | $8,699 | $4,401+97.7% | $5,948+46.3% | $5,306+63.9% |