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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 | $92,577 | $100,194-7.6% | $122,979-24.7% | $86,983+6.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 8.37% | 16.47%-8.1pp | 20.12%-11.7pp | 25.83%-17.5pp |
| Employer contribution / active EE | $1,000 | $2,326-57.0% | $3,062-67.3% | $2,584-61.3% |
| Participant deferral / active EE | $1,498 | $4,133-63.8% | $5,003-70.1% | $4,194-64.3% |
| Admin fee / account holder | $12,909 | $10,148+27.2% | $12,864+0.3% | $7,856+64.3% |