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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 | $28,028 | $89,367-68.6% | $141,191-80.1% | $72,975-61.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 10.52% | 111.87%-101.4pp | 71.41%-60.9pp | 81.01%-70.5pp |
| Employer contribution / active EE | $3,987 | $3,115+28.0% | $4,736-15.8% | $2,440+63.4% |
| Participant deferral / active EE | $1,463 | $5,419-73.0% | $6,710-78.2% | $3,608-59.5% |
| Admin fee / account holder | $3,365 | $5,957-43.5% | $10,264-67.2% | $5,124-34.3% |