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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 | $56,197 | $107,809-47.9% | $97,032-42.1% | $155,188-63.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 0.60% | 38.06%-37.5pp | 35.38%-34.8pp | 148.84%-148.2pp |
| Employer contribution / active EE | $5,836 | $2,911+100.5% | $2,629+122.0% | $4,248+37.4% |
| Participant deferral / active EE | $241 | $5,129-95.3% | $4,672-94.8% | $6,531-96.3% |
| Admin fee / account holder | $2,076 | $10,717-80.6% | $9,418-78.0% | $14,480-85.7% |