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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 | $57,381 | $143,969-60.1% | $199,883-71.3% | $82,637-30.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 11.15% | 25.67%-14.5pp | 43.81%-32.7pp | 53.51%-42.4pp |
| Employer contribution / active EE | $2,525 | $4,632-45.5% | $6,261-59.7% | $2,552-1.0% |
| Participant deferral / active EE | $2,687 | $6,937-61.3% | $9,138-70.6% | $4,126-34.9% |
| Admin fee / account holder | $11,810 | $14,597-19.1% | $17,268-31.6% | $7,339+60.9% |