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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 | $20,123 | $99,345-79.7% | $84,753-76.3% | $273,972-92.7% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 0.60% | 22.93%-22.3pp | 22.78%-22.2pp | 41.46%-40.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $419 | $4,270-90.2% | $3,712-88.7% | $5,287-92.1% |
| Admin fee / account holder | $1,250 | $6,645-81.2% | $5,333-76.6% | $10,133-87.7% |