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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 | $145,431-66.2% | $211,142-76.7% | $87,485-43.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 12.46% | 27.21%-14.7pp | 46.84%-34.4pp | 26.06%-13.6pp |
| Employer contribution / active EE | $1,694 | $4,662-63.7% | $6,442-73.7% | $2,596-34.7% |
| Participant deferral / active EE | $1,755 | $6,859-74.4% | $9,284-81.1% | $4,274-58.9% |
| Admin fee / account holder | $2,101 | $17,052-87.7% | $19,076-89.0% | $7,775-73.0% |