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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 | $31,763 | $181,895-82.5% | $156,551-79.7% | $273,973-88.4% |
| Participation rate | 82.4% | 88.4%-6.0pp | 84.0%-1.7pp | 83.0%-0.7pp |
| Annual return | 0.62% | 30.74%-30.1pp | 32.23%-31.6pp | 41.46%-40.8pp |
| Employer contribution / active EE | $1,965 | $6,248-68.5% | $5,501-64.3% | $4,869-59.6% |
| Participant deferral / active EE | $1,848 | $5,550-66.7% | $4,871-62.1% | $5,287-65.0% |
| Admin fee / account holder | $447 | $15,560-97.1% | $13,028-96.6% | $10,133-95.6% |