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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 | $142,972-65.6% | $214,702-77.1% | $86,983-43.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 12.46% | 18.49%-6.0pp | 54.55%-42.1pp | 25.83%-13.4pp |
| Employer contribution / active EE | $1,694 | $4,635-63.4% | $6,461-73.8% | $2,584-34.4% |
| Participant deferral / active EE | $1,755 | $6,568-73.3% | $9,147-80.8% | $4,194-58.2% |
| Admin fee / account holder | $2,101 | $17,617-88.1% | $19,830-89.4% | $7,856-73.3% |