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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 | $66,063 | $68,852-4.1% | $120,524-45.2% | $80,925-18.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 5.77% | 23.67%-17.9pp | 107.36%-101.6pp | 35.65%-29.9pp |
| Employer contribution / active EE | $2,356 | $2,063+14.2% | $3,469-32.1% | $2,756-14.5% |
| Participant deferral / active EE | $48 | $3,187-98.5% | $4,994-99.0% | $4,299-98.9% |
| Admin fee / account holder | $1,001 | $5,781-82.7% | $9,440-89.4% | $6,940-85.6% |