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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 | $46,312 | $45,041+2.8% | $63,003-26.5% | $70,131-34.0% |
| Participation rate | 79.4% | 69.5%+9.8pp | 74.8%+4.6pp | 69.5%+9.8pp |
| Annual return | 7.89% | 18.76%-10.9pp | 87.59%-79.7pp | 73.14%-65.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $608 | $2,465-75.3% | $3,329-81.7% | $3,332-81.8% |
| Admin fee / account holder | $1,840 | $2,836-35.1% | $3,600-48.9% | $4,645-60.4% |