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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 | $66,059 | $123,793-46.6% | $177,840-62.9% | $79,852-17.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.41% | 22.82%-12.4pp | 48.32%-37.9pp | 31.72%-21.3pp |
| Employer contribution / active EE | $2,371 | $4,095-42.1% | $5,919-59.9% | $2,471-4.1% |
| Participant deferral / active EE | $2,103 | $5,956-64.7% | $7,714-72.7% | $3,740-43.8% |
| Admin fee / account holder | $5,051 | $7,243-30.3% | $12,431-59.4% | $5,306-4.8% |