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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 | $54,776 | $138,385-60.4% | $184,243-70.3% | $80,925-32.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 9.62% | 20.02%-10.4pp | 28.82%-19.2pp | 35.65%-26.0pp |
| Employer contribution / active EE | $2,307 | $4,851-52.4% | $6,427-64.1% | $2,756-16.3% |
| Participant deferral / active EE | $3,003 | $7,075-57.6% | $9,132-67.1% | $4,299-30.1% |
| Admin fee / account holder | $4,209 | $10,489-59.9% | $13,914-69.7% | $6,940-39.3% |