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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 | $82,039 | $82,0280% | $123,105-33.4% | $59,633+37.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -3.51% | 5.12%-8.6pp | 13.22%-16.7pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $1,273 | $3,297-61.4% | $5,151-75.3% | $2,203-42.2% |
| Participant deferral / active EE | $2,154 | $4,667-53.8% | $6,229-65.4% | $3,192-32.5% |
| Admin fee / account holder | $1,526 | $5,879-74.0% | $9,014-83.1% | $4,297-64.5% |