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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 | $49,166 | $146,267-66.4% | $197,124-75.1% | $82,448-40.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 12.46% | 29.61%-17.1pp | 44.34%-31.9pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,694 | $4,723-64.1% | $6,227-72.8% | $2,551-33.6% |
| Participant deferral / active EE | $1,755 | $7,035-75.1% | $9,135-80.8% | $4,139-57.6% |
| Admin fee / account holder | $2,101 | $14,422-85.4% | $16,298-87.1% | $7,234-71.0% |