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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 | $67,568 | $61,390+10.1% | $112,228-39.8% | $75,177-10.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 11.95% | 28.47%-16.5pp | 30.23%-18.3pp | 160.75%-148.8pp |
| Employer contribution / active EE | $2,188 | $2,015+8.6% | $3,432-36.3% | $2,671-18.1% |
| Participant deferral / active EE | $57 | $3,108-98.2% | $4,800-98.8% | $4,126-98.6% |
| Admin fee / account holder | $2,111 | $4,862-56.6% | $7,752-72.8% | $5,651-62.6% |