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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 | $57,108 | $109,359-47.8% | $162,185-64.8% | $72,976-21.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 14.11% | 25.46%-11.3pp | 115.61%-101.5pp | 81.02%-66.9pp |
| Employer contribution / active EE | $5,689 | $3,907+45.6% | $5,613+1.4% | $2,440+133.2% |
| Participant deferral / active EE | $437 | $5,481-92.0% | $7,297-94.0% | $3,608-87.9% |
| Admin fee / account holder | $1,152 | $7,972-85.6% | $10,844-89.4% | $5,124-77.5% |