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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 | $58,885 | $63,861-7.8% | $104,625-43.7% | $79,852-26.3% |
| Participation rate | 70.3% | 64.9%+5.3pp | 74.1%-3.8pp | 69.6%+0.6pp |
| Annual return | 8.95% | 21.30%-12.3pp | 340.60%-331.6pp | 31.72%-22.8pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $211 | $2,693-92.2% | $3,738-94.4% | $3,740-94.4% |
| Admin fee / account holder | $5,618 | $4,185+34.2% | $6,465-13.1% | $5,306+5.9% |