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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 | $61,432 | $70,430-12.8% | $96,572-36.4% | $85,851-28.4% |
| Participation rate | 94.3% | 61.8%+32.5pp | 69.8%+24.5pp | 69.3%+25.0pp |
| Annual return | 9.35% | 18.58%-9.2pp | 37.79%-28.4pp | 318.63%-309.3pp |
| Employer contribution / active EE | $1,429 | $1,413+1.1% | $2,357-39.4% | $2,565-44.3% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $860 | $4,996-82.8% | $6,183-86.1% | $6,261-86.3% |