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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 | $89,749 | $104,098-13.8% | $140,514-36.1% | $94,015-4.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 9.24% | 15.14%-5.9pp | 14.36%-5.1pp | 17.84%-8.6pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $587 | $4,033-85.5% | $4,919-88.1% | $4,249-86.2% |
| Admin fee / account holder | $6,257 | $10,439-40.1% | $13,697-54.3% | $8,951-30.1% |