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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 | $96,881 | $87,834+10.3% | $133,975-27.7% | $62,881+54.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 0.22% | 12.05%-11.8pp | 29.29%-29.1pp | 20.14%-19.9pp |
| Employer contribution / active EE | $4,542 | $3,482+30.4% | $5,211-12.8% | $2,281+99.1% |
| Participant deferral / active EE | $1,983 | $4,812-58.8% | $6,282-68.4% | $3,203-38.1% |
| Admin fee / account holder | $1,508 | $5,372-71.9% | $9,324-83.8% | $4,296-64.9% |