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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 | $43,977 | $138,366-68.2% | $184,185-76.1% | $80,911-45.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.98% | 20.02%-9.0pp | 28.81%-17.8pp | 35.63%-24.6pp |
| Employer contribution / active EE | $1,548 | $4,849-68.1% | $6,426-75.9% | $2,756-43.8% |
| Participant deferral / active EE | $1,846 | $7,074-73.9% | $9,132-79.8% | $4,297-57.0% |
| Admin fee / account holder | $850 | $10,484-91.9% | $13,909-93.9% | $6,935-87.7% |