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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 | $143,969-58.4% | $199,883-70.0% | $82,637-27.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 8.52% | 25.67%-17.2pp | 43.81%-35.3pp | 53.51%-45.0pp |
| Employer contribution / active EE | $2,374 | $4,632-48.7% | $6,261-62.1% | $2,552-7.0% |
| Participant deferral / active EE | $1,840 | $6,937-73.5% | $9,138-79.9% | $4,126-55.4% |
| Admin fee / account holder | $2,565 | $14,597-82.4% | $17,268-85.1% | $7,339-65.1% |