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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 | $118,309 | $65,364+81.0% | $92,909+27.3% | $72,975+62.1% |
| Participation rate | 85.7% | 68.3%+17.4pp | 76.0%+9.7pp | 69.5%+16.2pp |
| Annual return | 4.32% | 42.11%-37.8pp | 109.44%-105.1pp | 81.01%-76.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $896 | $3,128-71.4% | $4,238-78.9% | $3,608-75.2% |
| Admin fee / account holder | $519 | $4,251-87.8% | $5,795-91.1% | $5,124-89.9% |