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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 | $56,313 | $91,559-38.5% | $133,959-58.0% | $79,858-29.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 10.01% | 61.85%-51.8pp | 45.09%-35.1pp | 31.72%-21.7pp |
| Employer contribution / active EE | $3,030 | $2,384+27.1% | $3,919-22.7% | $2,471+22.6% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $868 | $6,321-86.3% | $8,928-90.3% | $5,306-83.6% |