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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 | $77,049 | $138,393-44.3% | $184,256-58.2% | $80,959-4.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 9.42% | 20.01%-10.6pp | 28.85%-19.4pp | 35.67%-26.3pp |
| Employer contribution / active EE | $2,012 | $4,847-58.5% | $6,427-68.7% | $2,757-27.0% |
| Participant deferral / active EE | $3,034 | $7,076-57.1% | $9,133-66.8% | $4,300-29.4% |
| Admin fee / account holder | $655 | $10,489-93.8% | $13,899-95.3% | $6,925-90.5% |