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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 | $45,385 | $153,769-70.5% | $133,975-66.1% | $273,972-83.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.41% | 36.51%-34.1pp | 29.29%-26.9pp | 41.46%-39.0pp |
| Employer contribution / active EE | $1,294 | $6,029-78.5% | $5,211-75.2% | $4,869-73.4% |
| Participant deferral / active EE | $1,376 | $6,958-80.2% | $6,282-78.1% | $5,287-74.0% |
| Admin fee / account holder | $1,098 | $11,765-90.7% | $9,324-88.2% | $10,133-89.2% |