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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 | $73,009 | $153,769-52.5% | $133,975-45.5% | $273,972-73.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.61% | 36.51%-34.9pp | 29.29%-27.7pp | 41.46%-39.8pp |
| Employer contribution / active EE | $2,143 | $6,029-64.4% | $5,211-58.9% | $4,869-56.0% |
| Participant deferral / active EE | $1,845 | $6,958-73.5% | $6,282-70.6% | $5,287-65.1% |
| Admin fee / account holder | $312 | $11,765-97.4% | $9,324-96.7% | $10,133-96.9% |