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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 | $60,554 | $181,896-66.7% | $156,551-61.3% | $273,972-77.9% |
| Participation rate | 76.9% | 88.4%-11.5pp | 84.0%-7.1pp | 83.0%-6.1pp |
| Annual return | 1.50% | 30.74%-29.2pp | 32.23%-30.7pp | 41.46%-40.0pp |
| Employer contribution / active EE | $4,130 | $6,248-33.9% | $5,501-24.9% | $4,869-15.2% |
| Participant deferral / active EE | $162 | $5,550-97.1% | $4,871-96.7% | $5,287-96.9% |
| Admin fee / account holder | $6,054 | $15,560-61.1% | $13,028-53.5% | $10,133-40.2% |