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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 | $58,811 | $48,118+22.2% | $136,833-57.0% | $94,015-37.4% |
| Participation rate | 100.0% | 47.4%+52.6pp | 59.0%+41.0pp | 70.8%+29.2pp |
| Annual return | 5.00% | 14.65%-9.7pp | 35.32%-30.3pp | 17.84%-12.8pp |
| Employer contribution / active EE | $1,136 | $821+38.5% | $1,319-13.8% | $2,790-59.3% |
| Participant deferral / active EE | $0 | $1,651-100.0% | $2,441-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,269 | $3,059+6.8% | $4,706-30.5% | $8,951-63.5% |