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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 | $57,127 | $106,749-46.5% | $145,433-60.7% | $82,448-30.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.85% | 27.59%-15.7pp | 66.58%-54.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,610 | $3,444-53.3% | $4,554-64.7% | $2,551-36.9% |
| Participant deferral / active EE | $1,508 | $6,519-76.9% | $7,897-80.9% | $4,139-63.6% |
| Admin fee / account holder | $1,747 | $8,390-79.2% | $13,129-86.7% | $7,234-75.9% |