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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 | $97,550-20.1% | $120,344-35.3% | $87,485-11.0% |
| Participation rate | 74.1% | 72.8%+1.2pp | 76.7%-2.6pp | 68.9%+5.1pp |
| Annual return | 3.52% | 18.41%-14.9pp | 20.30%-16.8pp | 26.06%-22.5pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,633 | $4,230-61.4% | $5,135-68.2% | $4,274-61.8% |
| Admin fee / account holder | $59,847 | $9,543+527.2% | $12,742+369.7% | $7,775+669.8% |