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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 | $145,431-58.8% | $211,142-71.6% | $87,485-31.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 8.52% | 27.21%-18.7pp | 46.84%-38.3pp | 26.06%-17.5pp |
| Employer contribution / active EE | $2,374 | $4,662-49.1% | $6,442-63.1% | $2,596-8.5% |
| Participant deferral / active EE | $1,840 | $6,859-73.2% | $9,284-80.2% | $4,274-56.9% |
| Admin fee / account holder | $2,565 | $17,052-85.0% | $19,076-86.6% | $7,775-67.0% |