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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 | $59,930 | $78,423-23.6% | $95,964-37.5% | $79,856-25.0% |
| Participation rate | 83.3% | 73.5%+9.8pp | 77.1%+6.2pp | 69.6%+13.7pp |
| Annual return | 9.54% | 19.37%-9.8pp | 91.64%-82.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $996 | $3,440-71.0% | $4,167-76.1% | $3,741-73.4% |
| Admin fee / account holder | $12,071 | $5,622+114.7% | $6,797+77.6% | $5,306+127.5% |