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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 | $60,929 | $146,267-58.3% | $197,124-69.1% | $82,448-26.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 13.03% | 29.61%-16.6pp | 44.34%-31.3pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,743 | $4,723-63.1% | $6,227-72.0% | $2,551-31.7% |
| Participant deferral / active EE | $1,785 | $7,035-74.6% | $9,135-80.5% | $4,139-56.9% |
| Admin fee / account holder | $1,074 | $14,422-92.6% | $16,298-93.4% | $7,234-85.2% |