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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 | $45,955 | $146,267-68.6% | $197,124-76.7% | $82,448-44.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 10.87% | 29.61%-18.7pp | 44.34%-33.5pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,925 | $4,723-59.2% | $6,227-69.1% | $2,551-24.5% |
| Participant deferral / active EE | $2,213 | $7,035-68.5% | $9,135-75.8% | $4,139-46.5% |
| Admin fee / account holder | $1,041 | $14,422-92.8% | $16,298-93.6% | $7,234-85.6% |