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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 | $42,514 | $115,911-63.3% | $100,530-57.7% | $158,950-73.3% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 1.50% | 34.80%-33.3pp | 30.89%-29.4pp | 302.91%-301.4pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $807 | $6,676-87.9% | $6,271-87.1% | $5,983-86.5% |
| Admin fee / account holder | $2,756 | $10,999-74.9% | $8,083-65.9% | $11,248-75.5% |