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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 | $158,031 | $177,156-10.8% | $147,027+7.5% | $154,746+2.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 3.73% | 21.94%-18.2pp | 20.23%-16.5pp | 172.34%-168.6pp |
| Employer contribution / active EE | $3,024 | $4,336-30.3% | $3,626-16.6% | $4,379-31.0% |
| Participant deferral / active EE | $1,286 | $5,797-77.8% | $4,933-73.9% | $6,730-80.9% |
| Admin fee / account holder | $2,663 | $14,904-82.1% | $12,223-78.2% | $14,365-81.5% |