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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 | $66,624 | $96,562-31.0% | $80,976-17.7% | $273,965-75.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | -1.48% | 15.14%-16.6pp | 17.10%-18.6pp | 41.45%-42.9pp |
| Employer contribution / active EE | $2,909 | $4,868-40.2% | $3,714-21.7% | $4,869-40.2% |
| Participant deferral / active EE | $1,221 | $6,597-81.5% | $5,696-78.6% | $5,287-76.9% |
| Admin fee / account holder | $1,115 | $7,493-85.1% | $5,516-79.8% | $10,132-89.0% |