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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 | $70,622 | $125,797-43.9% | $170,028-58.5% | $75,181-6.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.53% | 27.20%-13.7pp | 53.39%-39.9pp | 160.69%-147.2pp |
| Employer contribution / active EE | $3,101 | $4,616-32.8% | $6,788-54.3% | $2,671+16.1% |
| Participant deferral / active EE | $2,172 | $6,838-68.2% | $10,409-79.1% | $4,126-47.4% |
| Admin fee / account holder | $4,164 | $8,177-49.1% | $12,820-67.5% | $5,650-26.3% |