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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 | $36,163 | $93,589-61.4% | $135,942-73.4% | $75,181-51.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 12.08% | 30.90%-18.8pp | 68.28%-56.2pp | 160.69%-148.6pp |
| Employer contribution / active EE | $2,697 | $3,537-23.8% | $4,858-44.5% | $2,671+1.0% |
| Participant deferral / active EE | $1,934 | $6,405-69.8% | $7,759-75.1% | $4,126-53.1% |
| Admin fee / account holder | $888 | $6,977-87.3% | $10,764-91.7% | $5,650-84.3% |