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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 | $77,904 | $104,098-25.2% | $140,514-44.6% | $94,015-17.1% |
| Participation rate | 74.1% | 73.7%+0.4pp | 77.8%-3.7pp | 70.8%+3.3pp |
| Annual return | 3.52% | 15.14%-11.6pp | 14.36%-10.8pp | 17.84%-14.3pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,633 | $4,033-59.5% | $4,919-66.8% | $4,249-61.6% |
| Admin fee / account holder | $59,847 | $10,439+473.3% | $13,697+336.9% | $8,951+568.6% |