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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 | $43,136 | $181,896-76.3% | $156,551-72.4% | $273,972-84.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.30% | 30.74%-29.4pp | 32.23%-30.9pp | 41.46%-40.2pp |
| Employer contribution / active EE | $5,353 | $6,248-14.3% | $5,501-2.7% | $4,869+9.9% |
| Participant deferral / active EE | $1,638 | $5,550-70.5% | $4,871-66.4% | $5,287-69.0% |
| Admin fee / account holder | $6,389 | $15,560-58.9% | $13,028-51.0% | $10,133-37.0% |