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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 | $57,787 | $181,896-68.2% | $156,551-63.1% | $273,972-78.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.85% | 30.74%-29.9pp | 32.23%-31.4pp | 41.46%-40.6pp |
| Employer contribution / active EE | $7,763 | $6,248+24.2% | $5,501+41.1% | $4,869+59.4% |
| Participant deferral / active EE | $723 | $5,550-87.0% | $4,871-85.2% | $5,287-86.3% |
| Admin fee / account holder | $156,736 | $15,560+907.3% | $13,028+1103.1% | $10,133+1446.9% |