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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 | $50,710 | $126,661-60.0% | $113,397-55.3% | $138,895-63.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 6.07% | 25.05%-19.0pp | 23.20%-17.1pp | 145.39%-139.3pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $974 | $5,693-82.9% | $5,076-80.8% | $6,396-84.8% |
| Admin fee / account holder | $5,659 | $14,549-61.1% | $11,957-52.7% | $12,562-55.0% |