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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 | $59,937 | $146,267-59.0% | $197,124-69.6% | $82,448-27.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 8.52% | 29.61%-21.1pp | 44.34%-35.8pp | 41.64%-33.1pp |
| Employer contribution / active EE | $2,374 | $4,723-49.7% | $6,227-61.9% | $2,551-6.9% |
| Participant deferral / active EE | $1,840 | $7,035-73.8% | $9,135-79.9% | $4,139-55.5% |
| Admin fee / account holder | $2,565 | $14,422-82.2% | $16,298-84.3% | $7,234-64.5% |