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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 | $41,404 | $78,707-47.4% | $117,861-64.9% | $70,126-41.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 10.56% | 23.30%-12.7pp | 335.11%-324.5pp | 73.15%-62.6pp |
| Employer contribution / active EE | $2,172 | $2,223-2.3% | $3,786-42.6% | $2,343-7.3% |
| Participant deferral / active EE | $1,149 | $3,297-65.2% | $4,482-74.4% | $3,332-65.5% |
| Admin fee / account holder | $3,075 | $5,066-39.3% | $8,021-61.7% | $4,645-33.8% |