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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 | $54,580 | $102,609-46.8% | $98,090-44.4% | $138,895-60.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 7.42% | 36.44%-29.0pp | 37.05%-29.6pp | 145.39%-138.0pp |
| Employer contribution / active EE | $5,511 | $3,867+42.5% | $3,606+52.8% | $4,194+31.4% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,177 | $11,434-89.7% | $11,815-90.0% | $12,562-90.6% |