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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 | $50,447 | $106,749-52.7% | $145,433-65.3% | $82,448-38.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.72% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,932 | $3,444-14.9% | $4,554-35.6% | $2,551+15.0% |
| Participant deferral / active EE | $1,848 | $6,519-71.6% | $7,897-76.6% | $4,139-55.3% |
| Admin fee / account holder | $5,520 | $8,390-34.2% | $13,129-58.0% | $7,234-23.7% |