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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 | $68,573-3.7% | $120,368-45.1% | $80,874-18.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 5.77% | 23.61%-17.8pp | 107.26%-101.5pp | 35.62%-29.8pp |
| Employer contribution / active EE | $2,356 | $2,052+14.8% | $3,465-32.0% | $2,756-14.5% |
| Participant deferral / active EE | $48 | $3,174-98.5% | $4,991-99.0% | $4,297-98.9% |
| Admin fee / account holder | $1,001 | $5,734-82.5% | $9,429-89.4% | $6,935-85.6% |