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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 | $55,185 | $146,267-62.3% | $197,124-72.0% | $82,448-33.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 11.78% | 29.61%-17.8pp | 44.34%-32.6pp | 41.64%-29.9pp |
| Employer contribution / active EE | $5,260 | $4,723+11.4% | $6,227-15.5% | $2,551+106.2% |
| Participant deferral / active EE | $995 | $7,035-85.8% | $9,135-89.1% | $4,139-76.0% |
| Admin fee / account holder | $12,159 | $14,422-15.7% | $16,298-25.4% | $7,234+68.1% |