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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 | $44,845 | $153,769-70.8% | $133,975-66.5% | $273,972-83.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.88% | 36.51%-33.6pp | 29.29%-26.4pp | 41.46%-38.6pp |
| Employer contribution / active EE | $4,229 | $6,029-29.9% | $5,211-18.8% | $4,869-13.1% |
| Participant deferral / active EE | $2,180 | $6,958-68.7% | $6,282-65.3% | $5,287-58.8% |
| Admin fee / account holder | $13,861 | $11,765+17.8% | $9,324+48.7% | $10,133+36.8% |