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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 | $152,835 | $123,478+23.8% | $216,567-29.4% | $94,015+62.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 3.71% | 23.61%-19.9pp | 12.94%-9.2pp | 17.84%-14.1pp |
| Employer contribution / active EE | $1,548 | $3,136-50.6% | $5,216-70.3% | $2,790-44.5% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $5,997 | $12,753-53.0% | $21,981-72.7% | $8,951-33.0% |