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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 | $43,758 | $123,793-64.7% | $177,848-75.4% | $79,856-45.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.68% | 22.82%-12.1pp | 48.33%-37.6pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,497 | $4,095-63.5% | $5,919-74.7% | $2,471-39.4% |
| Participant deferral / active EE | $1,785 | $5,956-70.0% | $7,714-76.9% | $3,741-52.3% |
| Admin fee / account holder | $594 | $7,243-91.8% | $12,431-95.2% | $5,306-88.8% |