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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 | $63,964 | $81,457-21.5% | $103,378-38.1% | $80,911-20.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.02% | 25.58%-15.6pp | 24.91%-14.9pp | 35.63%-25.6pp |
| Employer contribution / active EE | $8,369 | $3,107+169.3% | $3,870+116.2% | $2,756+203.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $672 | $6,717-90.0% | $8,401-92.0% | $6,935-90.3% |