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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 | $55,862 | $165,361-66.2% | $149,715-62.7% | $158,950-64.9% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 2.45% | 348.24%-345.8pp | 276.66%-274.2pp | 302.91%-300.5pp |
| Employer contribution / active EE | $3,822 | $5,103-25.1% | $4,645-17.7% | $4,762-19.7% |
| Participant deferral / active EE | $665 | $7,182-90.7% | $6,842-90.3% | $5,983-88.9% |
| Admin fee / account holder | $81,130 | $10,808+650.6% | $9,310+771.5% | $11,248+621.3% |