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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 | $50,474 | $78,707-35.9% | $117,861-57.2% | $70,126-28.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 6.38% | 23.30%-16.9pp | 335.11%-328.7pp | 73.15%-66.8pp |
| Employer contribution / active EE | $2,152 | $2,223-3.2% | $3,786-43.2% | $2,343-8.1% |
| Participant deferral / active EE | $388 | $3,297-88.2% | $4,482-91.4% | $3,332-88.4% |
| Admin fee / account holder | $3,737 | $5,066-26.2% | $8,021-53.4% | $4,645-19.6% |