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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 | $48,895 | $142,972-65.8% | $214,702-77.2% | $86,983-43.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 11.73% | 18.49%-6.8pp | 54.55%-42.8pp | 25.83%-14.1pp |
| Employer contribution / active EE | $1,760 | $4,635-62.0% | $6,461-72.8% | $2,584-31.9% |
| Participant deferral / active EE | $1,653 | $6,568-74.8% | $9,147-81.9% | $4,194-60.6% |
| Admin fee / account holder | $3,763 | $17,617-78.6% | $19,830-81.0% | $7,856-52.1% |