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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 | $45,237 | $67,602-33.1% | $82,312-45.0% | $70,126-35.5% |
| Participation rate | 96.5% | 72.8%+23.7pp | 76.9%+19.6pp | 69.5%+26.9pp |
| Annual return | 3.69% | 21.57%-17.9pp | 25.88%-22.2pp | 73.15%-69.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $606 | $2,987-79.7% | $3,706-83.7% | $3,332-81.8% |
| Admin fee / account holder | $4,166 | $4,512-7.6% | $5,608-25.7% | $4,645-10.3% |