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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 | $52,832 | $76,371-30.8% | $93,621-43.6% | $72,976-27.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 13.74% | 25.82%-12.1pp | 32.76%-19.0pp | 81.02%-67.3pp |
| Employer contribution / active EE | $3,428 | $2,276+50.6% | $2,719+26.1% | $2,440+40.5% |
| Participant deferral / active EE | $1,182 | $3,538-66.6% | $4,070-71.0% | $3,608-67.2% |
| Admin fee / account holder | $4,351 | $6,839-36.4% | $7,890-44.9% | $5,124-15.1% |