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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 | $48,344 | $157,304-69.3% | $141,197-65.8% | $152,909-68.4% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.5%+12.3pp |
| Annual return | 5.27% | 64.34%-59.1pp | 71.41%-66.1pp | 345.46%-340.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,021 | $7,111-71.6% | $6,710-69.9% | $5,851-65.5% |
| Admin fee / account holder | $8,151 | $12,126-32.8% | $10,265-20.6% | $11,601-29.7% |