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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 | $81,859 | $48,364+69.3% | $71,796+14.0% | $62,881+30.2% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 2.03% | 13.16%-11.1pp | 78.04%-76.0pp | 20.14%-18.1pp |
| Employer contribution / active EE | $525 | $1,042-49.6% | $1,924-72.7% | $2,281-77.0% |
| Participant deferral / active EE | $604 | $2,091-71.1% | $2,794-78.4% | $3,203-81.1% |
| Admin fee / account holder | $3,432 | $3,771-9.0% | $4,815-28.7% | $4,296-20.1% |