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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 | $70,373 | $153,772-54.2% | $133,980-47.5% | $273,965-74.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.36% | 36.51%-35.2pp | 29.30%-27.9pp | 41.45%-40.1pp |
| Employer contribution / active EE | $1,608 | $6,029-73.3% | $5,211-69.1% | $4,869-67.0% |
| Participant deferral / active EE | $1,038 | $6,958-85.1% | $6,282-83.5% | $5,287-80.4% |
| Admin fee / account holder | $3,500 | $11,765-70.2% | $9,324-62.5% | $10,132-65.5% |