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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 | $143,969-66.0% | $199,883-75.5% | $82,637-40.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 11.73% | 25.67%-13.9pp | 43.81%-32.1pp | 53.51%-41.8pp |
| Employer contribution / active EE | $1,760 | $4,632-62.0% | $6,261-71.9% | $2,552-31.1% |
| Participant deferral / active EE | $1,653 | $6,937-76.2% | $9,138-81.9% | $4,126-59.9% |
| Admin fee / account holder | $3,763 | $14,597-74.2% | $17,268-78.2% | $7,339-48.7% |