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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 | $44,811 | $123,793-63.8% | $177,840-74.8% | $79,852-43.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 0.88% | 22.82%-21.9pp | 48.32%-47.4pp | 31.72%-30.8pp |
| Employer contribution / active EE | $1,560 | $4,095-61.9% | $5,919-73.6% | $2,471-36.9% |
| Participant deferral / active EE | $1,297 | $5,956-78.2% | $7,714-83.2% | $3,740-65.3% |
| Admin fee / account holder | $402 | $7,243-94.5% | $12,431-96.8% | $5,306-92.4% |