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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 | $85,846 | $181,896-52.8% | $156,551-45.2% | $273,972-68.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.14% | 30.74%-30.6pp | 32.23%-32.1pp | 41.46%-41.3pp |
| Employer contribution / active EE | $2,280 | $6,248-63.5% | $5,501-58.5% | $4,869-53.2% |
| Participant deferral / active EE | $329 | $5,550-94.1% | $4,871-93.2% | $5,287-93.8% |
| Admin fee / account holder | $6,558 | $15,560-57.9% | $13,028-49.7% | $10,133-35.3% |